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 | $81,600 | $109,327-25.4% | $89,391-8.7% | $158,922-48.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.80% | 345.68%-327.9pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,227 | $3,170-61.3% | $2,586-52.5% | $4,761-74.2% |
| Participant deferral / active EE | $7,314 | $4,598+59.1% | $3,890+88.0% | $5,982+22.3% |
| Admin fee / account holder | $2,172 | $6,153-64.7% | $4,881-55.5% | $11,246-80.7% |