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 | $55,909 | $97,757-42.8% | $83,848-33.3% | $135,375-58.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.58% | 1287.37%-1281.8pp | 850.88%-845.3pp | 519.73%-514.2pp |
| Employer contribution / active EE | $2,620 | $4,222-37.9% | $3,631-27.8% | $4,779-45.2% |
| Participant deferral / active EE | $9,731 | $4,682+107.8% | $4,082+138.4% | $5,609+73.5% |
| Admin fee / account holder | $1,710 | $6,674-74.4% | $5,478-68.8% | $10,827-84.2% |