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 | $66,112 | $54,705+20.9% | $71,209-7.2% | $84,808-22.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.69% | 35.90%-12.2pp | 282.51%-258.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $6,078 | $2,158+181.6% | $2,721+123.4% | $2,631+131.0% |
| Participant deferral / active EE | $10,213 | $3,030+237.0% | $4,175+144.6% | $4,212+142.5% |
| Admin fee / account holder | $6,676 | $4,863+37.3% | $5,349+24.8% | $7,344-9.1% |