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 | $64,195 | $104,907-38.8% | $84,611-24.1% | $152,861-58.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.99% | 373.79%-347.8pp | 258.74%-232.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,779 | $3,302-15.8% | $2,652+4.8% | $4,762-41.7% |
| Participant deferral / active EE | $3,917 | $4,688-16.4% | $3,899+0.5% | $5,850-33.0% |
| Admin fee / account holder | $992 | $6,241-84.1% | $4,912-79.8% | $11,596-91.4% |