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 | $60,766 | $150,187-59.5% | $120,354-49.5% | $145,922-58.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.46% | 154.07%-140.6pp | 107.15%-93.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,967 | $4,348-54.8% | $3,463-43.2% | $4,660-57.8% |
| Participant deferral / active EE | $2,504 | $6,173-59.4% | $4,991-49.8% | $6,688-62.6% |
| Admin fee / account holder | $1,651 | $12,207-86.5% | $9,423-82.5% | $13,397-87.7% |