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 | $79,724 | $102,966-22.6% | $90,281-11.7% | $152,861-47.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.60% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,257 | $3,139+3.8% | $2,854+14.1% | $4,762-31.6% |
| Participant deferral / active EE | $3,490 | $4,281-18.5% | $3,885-10.2% | $5,850-40.3% |
| Admin fee / account holder | $560 | $6,171-90.9% | $5,351-89.5% | $11,596-95.2% |