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 | $71,960 | $91,538-21.4% | $129,995-44.6% | $75,163-4.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.30% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $7,197 | $2,845+152.9% | $4,320+66.6% | $2,670+169.6% |
| Participant deferral / active EE | $11,475 | $4,341+164.3% | $5,820+97.2% | $4,125+178.2% |
| Admin fee / account holder | $1,240 | $6,790-81.7% | $10,614-88.3% | $5,651-78.1% |