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 | $50,609 | $85,766-41.0% | $136,294-62.9% | $70,131-27.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 39.05% | 31.45%+7.6pp | 5155.94%-5116.9pp | 73.14%-34.1pp |
| Employer contribution / active EE | $5,711 | $2,966+92.5% | $4,695+21.6% | $2,342+143.8% |
| Participant deferral / active EE | $13,062 | $5,051+158.6% | $6,247+109.1% | $3,332+292.1% |
| Admin fee / account holder | $419 | $5,420-92.3% | $9,243-95.5% | $4,645-91.0% |