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 | $98,344 | $209,411-53.0% | $178,490-44.9% | $158,922-38.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.74% | 188.75%-161.0pp | 151.07%-123.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $3,269 | $5,706-42.7% | $5,011-34.8% | $4,761-31.3% |
| Participant deferral / active EE | $3,326 | $5,954-44.1% | $5,202-36.1% | $5,982-44.4% |
| Admin fee / account holder | $1,000 | $17,074-94.1% | $13,984-92.9% | $11,246-91.1% |