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 | $76,171 | $124,281-38.7% | $109,143-30.2% | $167,490-54.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.62% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $7,269 | $4,207+72.8% | $3,722+95.3% | $4,837+50.3% |
| Participant deferral / active EE | $3,806 | $5,255-27.6% | $4,653-18.2% | $6,341-40.0% |
| Admin fee / account holder | $3,393 | $7,970-57.4% | $6,752-49.8% | $12,309-72.4% |