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 | $50,157 | $226,064-77.8% | $182,532-72.5% | $152,861-67.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.56% | 192.51%-170.9pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,613 | $4,978-67.6% | $4,076-60.4% | $4,762-66.1% |
| Participant deferral / active EE | $2,472 | $6,368-61.2% | $5,524-55.3% | $5,850-57.7% |
| Admin fee / account holder | $707 | $10,703-93.4% | $8,592-91.8% | $11,596-93.9% |