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 | $31,496 | $165,984-81.0% | $164,813-80.9% | $145,922-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.96% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $5,261 | $5,273-0.2% | $4,341+21.2% | $4,660+12.9% |
| Participant deferral / active EE | $5,005 | $6,959-28.1% | $6,031-17.0% | $6,688-25.2% |
| Admin fee / account holder | $301 | $16,648-98.2% | $12,690-97.6% | $13,397-97.8% |