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 | $47,976 | $74,888-35.9% | $71,209-32.6% | $142,382-66.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.03% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $13,079 | $2,854+358.2% | $2,721+380.7% | $4,299+204.2% |
| Participant deferral / active EE | $6,425 | $4,454+44.2% | $4,175+53.9% | $6,507-1.3% |
| Admin fee / account holder | $8,344 | $5,568+49.8% | $5,349+56.0% | $12,624-33.9% |