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 | $52,710 | $198,466-73.4% | $170,442-69.1% | $147,584-64.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.59% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $6,177 | $6,184-0.1% | $5,433+13.7% | $4,876+26.7% |
| Participant deferral / active EE | $2,649 | $5,629-52.9% | $4,939-46.4% | $5,439-51.3% |
| Admin fee / account holder | $341 | $16,852-98.0% | $13,880-97.5% | $10,885-96.9% |