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 | $85,139 | $45,152+88.6% | $73,843+15.3% | $59,632+42.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2267.84%-2266.3pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,529 | $1,902+33.0% | $2,787-9.3% | $2,203+14.8% |
| Participant deferral / active EE | $2,278 | $2,574-11.5% | $3,583-36.4% | $3,192-28.6% |
| Admin fee / account holder | $9,718 | $3,516+176.4% | $4,880+99.1% | $4,297+126.2% |