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 | $105,329 | $183,519-42.6% | $155,509-32.3% | $145,922-27.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,662 | $5,313-31.1% | $4,672-21.6% | $4,660-21.4% |
| Participant deferral / active EE | $5,311 | $6,462-17.8% | $5,626-5.6% | $6,688-20.6% |
| Admin fee / account holder | $854 | $19,313-95.6% | $15,912-94.6% | $13,397-93.6% |