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 | $53,239 | $45,035+18.2% | $62,995-15.5% | $70,131-24.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.10% | 18.76%+1.3pp | 87.57%-67.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $5,859 | $2,051+185.6% | $2,759+112.4% | $2,342+150.1% |
| Participant deferral / active EE | $4,002 | $2,465+62.4% | $3,329+20.2% | $3,332+20.1% |
| Admin fee / account holder | $9,376 | $2,834+230.8% | $3,600+160.5% | $4,645+101.8% |