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 | $52,523 | $152,587-65.6% | $125,175-58.0% | $152,861-65.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.81% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,910 | $4,946+39.7% | $3,865+78.8% | $4,762+45.1% |
| Participant deferral / active EE | $13,921 | $5,868+137.2% | $4,937+182.0% | $5,850+138.0% |
| Admin fee / account holder | $302 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |