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 | $70,322 | $173,345-59.4% | $136,007-48.3% | $145,922-51.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.06% | 1163.32%-1150.3pp | 579.32%-566.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,540 | $5,278-32.9% | $4,217-16.0% | $4,660-24.0% |
| Participant deferral / active EE | $8,615 | $8,699-1.0% | $7,025+22.6% | $6,688+28.8% |
| Admin fee / account holder | $1,571 | $9,954-84.2% | $6,858-77.1% | $13,397-88.3% |