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 | $63,150 | $53,822+17.3% | $75,696-16.6% | $85,850-26.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.27% | 24.54%-11.3pp | 104.53%-91.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $7,444 | $2,017+269.1% | $2,743+171.4% | $2,565+190.2% |
| Participant deferral / active EE | $6,387 | $2,895+120.6% | $3,821+67.1% | $3,952+61.6% |
| Admin fee / account holder | $9,254 | $3,343+176.8% | $3,619+155.7% | $6,260+47.8% |