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 | $59,403 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.65% | 64.32%-49.7pp | 71.39%-56.7pp | 345.32%-330.7pp |
| Employer contribution / active EE | $5,412 | $5,261+2.9% | $4,735+14.3% | $4,762+13.6% |
| Participant deferral / active EE | $5,879 | $7,109-17.3% | $6,709-12.4% | $5,850+0.5% |
| Admin fee / account holder | $40,066 | $12,120+230.6% | $10,261+290.5% | $11,596+245.5% |