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 | $79,290 | $102,966-23.0% | $90,281-12.2% | $152,861-48.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.74% | 95.16%-77.4pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,780 | $3,139-43.3% | $2,854-37.7% | $4,762-62.6% |
| Participant deferral / active EE | $6,739 | $4,281+57.4% | $3,885+73.4% | $5,850+15.2% |
| Admin fee / account holder | $1,509 | $6,171-75.5% | $5,351-71.8% | $11,596-87.0% |