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 | $65,147 | $95,971-32.1% | $74,550-12.6% | $135,375-51.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 12.41% | 56.96%-44.6pp | 32.53%-20.1pp | 519.73%-507.3pp |
| Employer contribution / active EE | $21,120 | $2,716+677.6% | $1,961+977.1% | $4,779+342.0% |
| Participant deferral / active EE | $7,313 | $3,843+90.3% | $3,108+135.3% | $5,609+30.4% |
| Admin fee / account holder | $3,179 | $6,522-51.3% | $5,060-37.2% | $10,827-70.6% |