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 | $71,887 | $115,770-37.9% | $101,248-29.0% | $158,922-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.11% | 56.14%-30.0pp | 46.47%-20.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $8,381 | $4,175+100.8% | $3,660+129.0% | $4,761+76.0% |
| Participant deferral / active EE | $14,054 | $4,957+183.5% | $4,370+221.6% | $5,982+134.9% |
| Admin fee / account holder | $390 | $7,245-94.6% | $5,945-93.4% | $11,246-96.5% |