See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,439 | $99,877-32.5% | $84,966-20.6% | $145,922-53.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,606 | $3,231+104.4% | $2,727+142.2% | $4,660+41.8% |
| Participant deferral / active EE | $16,457 | $5,291+211.1% | $4,519+264.1% | $6,688+146.1% |
| Admin fee / account holder | $351 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |