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 | $61,245 | $53,127+15.3% | $86,590-29.3% | $70,131-12.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.73% | 27.66%-4.9pp | 964.84%-942.1pp | 73.14%-50.4pp |
| Employer contribution / active EE | $3,130 | $2,068+51.3% | $2,839+10.2% | $2,342+33.6% |
| Participant deferral / active EE | $3,437 | $2,696+27.5% | $3,609-4.7% | $3,332+3.2% |
| Admin fee / account holder | $2,933 | $3,585-18.2% | $4,906-40.2% | $4,645-36.9% |