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 | $79,292 | $115,770-31.5% | $101,248-21.7% | $158,922-50.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.82% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,103 | $4,175-73.6% | $3,660-69.9% | $4,761-76.8% |
| Participant deferral / active EE | $2,573 | $4,957-48.1% | $4,370-41.1% | $5,982-57.0% |
| Admin fee / account holder | $7,946 | $7,245+9.7% | $5,945+33.6% | $11,246-29.3% |