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 | $52,928 | $74,888-29.3% | $71,209-25.7% | $142,382-62.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.47% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,023 | $2,854+40.9% | $2,721+47.8% | $4,299-6.4% |
| Participant deferral / active EE | $9,176 | $4,454+106.0% | $4,175+119.8% | $6,507+41.0% |
| Admin fee / account holder | $2,774 | $5,568-50.2% | $5,349-48.1% | $12,624-78.0% |