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 | $68,085 | $95,561-28.8% | $77,163-11.8% | $139,434-51.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.88% | 54.92%-38.0pp | 37.87%-21.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $11,036 | $3,147+250.7% | $2,535+335.4% | $4,751+132.3% |
| Participant deferral / active EE | $5,187 | $4,624+12.2% | $3,833+35.3% | $6,710-22.7% |
| Admin fee / account holder | $1,621 | $8,295-80.5% | $5,472-70.4% | $11,403-85.8% |