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 | $69,979 | $109,327-36.0% | $89,391-21.7% | $158,922-56.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.91% | 345.68%-325.8pp | 245.62%-225.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $6,359 | $3,170+100.6% | $2,586+145.9% | $4,761+33.6% |
| Participant deferral / active EE | $8,937 | $4,598+94.4% | $3,890+129.8% | $5,982+49.4% |
| Admin fee / account holder | $1,947 | $6,153-68.4% | $4,881-60.1% | $11,246-82.7% |