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 | $56,336 | $89,355-37.0% | $141,162-60.1% | $72,985-22.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 33.93% | 111.85%-77.9pp | 71.39%-37.5pp | 81.00%-47.1pp |
| Employer contribution / active EE | $3,049 | $3,114-2.1% | $4,735-35.6% | $2,440+25.0% |
| Participant deferral / active EE | $8,270 | $5,418+52.6% | $6,709+23.3% | $3,607+129.3% |
| Admin fee / account holder | $425 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |