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 | $62,043 | $65,041-4.6% | $90,951-31.8% | $79,858-22.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.54% | 30.45%-11.9pp | 134.60%-116.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $4,783 | $1,247+283.5% | $2,122+125.4% | $2,471+93.6% |
| Participant deferral / active EE | $6,473 | $2,512+157.7% | $3,373+91.9% | $3,740+73.1% |
| Admin fee / account holder | $5,186 | $4,536+14.3% | $5,959-13.0% | $5,306-2.3% |