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 5-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 | $79,465 | $148,534-46.5% | $135,903-41.5% | $139,434-43.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.01% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $40,138 | $5,243+665.6% | $4,856+726.5% | $4,751+744.9% |
| Participant deferral / active EE | $93,614 | $8,100+1055.7% | $7,758+1106.7% | $6,710+1295.1% |
| Admin fee / account holder | $53,798 | $12,400+333.9% | $10,762+399.9% | $11,403+371.8% |