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 | $69,969 | $124,281-43.7% | $109,143-35.9% | $167,490-58.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.79% | 26.04%-9.2pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $6,417 | $4,207+52.5% | $3,722+72.4% | $4,837+32.7% |
| Participant deferral / active EE | $2,083 | $5,255-60.4% | $4,653-55.2% | $6,341-67.1% |
| Admin fee / account holder | $397 | $7,970-95.0% | $6,752-94.1% | $12,309-96.8% |