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 | $84,245 | $152,587-44.8% | $125,175-32.7% | $152,861-44.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.67% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,511 | $4,946+51.8% | $3,865+94.3% | $4,762+57.7% |
| Participant deferral / active EE | $5,430 | $5,868-7.5% | $4,937+10.0% | $5,850-7.2% |
| Admin fee / account holder | $1,741 | $13,434-87.0% | $9,702-82.1% | $11,596-85.0% |