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 | $62,555 | $91,538-31.7% | $129,995-51.9% | $75,163-16.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.97% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,108 | $2,845-25.9% | $4,320-51.2% | $2,670-21.0% |
| Participant deferral / active EE | $4,118 | $4,341-5.1% | $5,820-29.3% | $4,125-0.2% |
| Admin fee / account holder | $737 | $6,790-89.1% | $10,614-93.1% | $5,651-86.9% |