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 | $72,317 | $70,669+2.3% | $169,368-57.3% | $75,163-3.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 20.49% | 36.36%-15.9pp | 405.60%-385.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $5,504 | $2,211+149.0% | $4,013+37.2% | $2,670+106.1% |
| Participant deferral / active EE | $6,818 | $4,311+58.2% | $6,221+9.6% | $4,125+65.3% |
| Admin fee / account holder | $5,011 | $5,402-7.2% | $9,003-44.3% | $5,651-11.3% |