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 | $29,236 | $102,966-71.6% | $90,281-67.6% | $152,861-80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 34.85% | 95.16%-60.3pp | 78.10%-43.3pp | 345.32%-310.5pp |
| Employer contribution / active EE | $5,111 | $3,139+62.8% | $2,854+79.1% | $4,762+7.3% |
| Participant deferral / active EE | $8,346 | $4,281+94.9% | $3,885+114.8% | $5,850+42.7% |
| Admin fee / account holder | $4,928 | $6,171-20.1% | $5,351-7.9% | $11,596-57.5% |