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 | $52,654 | $112,096-53.0% | $95,952-45.1% | $158,922-66.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.06% | 171.09%-147.0pp | 91.61%-67.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,983 | $3,198-6.7% | $2,541+17.4% | $4,761-37.4% |
| Participant deferral / active EE | $6,175 | $4,784+29.1% | $4,167+48.2% | $5,982+3.2% |
| Admin fee / account holder | $2,107 | $10,130-79.2% | $6,795-69.0% | $11,246-81.3% |