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 | $87,188 | $157,256-44.6% | $141,162-38.2% | $152,861-43.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.87% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,894 | $5,261-26.0% | $4,735-17.8% | $4,762-18.2% |
| Participant deferral / active EE | $4,193 | $7,109-41.0% | $6,709-37.5% | $5,850-28.3% |
| Admin fee / account holder | $874 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |