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 | $65,851 | $115,770-43.1% | $101,248-35.0% | $158,922-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.61% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,797 | $4,175-9.0% | $3,660+3.8% | $4,761-20.2% |
| Participant deferral / active EE | $14,719 | $4,957+196.9% | $4,370+236.8% | $5,982+146.0% |
| Admin fee / account holder | $349 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |