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 | $49,118 | $118,849-58.7% | $96,562-49.1% | $167,490-70.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $5,732 | $3,120+83.7% | $2,356+143.2% | $4,837+18.5% |
| Participant deferral / active EE | $3,608 | $4,616-21.8% | $3,849-6.3% | $6,341-43.1% |
| Admin fee / account holder | $343 | $8,065-95.7% | $6,181-94.4% | $12,309-97.2% |