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 | $57,813 | $104,974-44.9% | $95,585-39.5% | $142,382-59.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 210.33%-189.6pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,346 | $2,779+128.4% | $2,527+151.2% | $4,299+47.6% |
| Participant deferral / active EE | $3,970 | $4,352-8.8% | $4,023-1.3% | $6,507-39.0% |
| Admin fee / account holder | $1,404 | $6,386-78.0% | $6,127-77.1% | $12,624-88.9% |