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 | $56,334 | $52,279+7.8% | $89,391-37.0% | $79,858-29.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 21.79% | 22.16%-0.4pp | 245.62%-223.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $4,739 | $1,572+201.5% | $2,586+83.3% | $2,471+91.8% |
| Participant deferral / active EE | $6,920 | $2,740+152.5% | $3,890+77.9% | $3,740+85.0% |
| Admin fee / account holder | $536 | $3,356-84.0% | $4,881-89.0% | $5,306-89.9% |