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 10-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 | $57,668 | $137,414-58.0% | $189,513-69.6% | $85,850-32.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.16% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,865 | $4,344+35.0% | $6,162-4.8% | $2,565+128.6% |
| Participant deferral / active EE | $5,458 | $6,260-12.8% | $8,221-33.6% | $3,952+38.1% |
| Admin fee / account holder | $1,286 | $8,630-85.1% | $12,045-89.3% | $6,260-79.5% |