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 | $69,175 | $81,632-15.3% | $70,449-1.8% | $158,922-56.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.51% | 208.40%-188.9pp | 109.03%-89.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $7,930 | $3,217+146.5% | $2,737+189.8% | $4,761+66.5% |
| Participant deferral / active EE | $9,938 | $4,554+118.2% | $3,709+168.0% | $5,982+66.1% |
| Admin fee / account holder | $2,627 | $6,193-57.6% | $3,845-31.7% | $11,246-76.6% |