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 | $49,305 | $115,770-57.4% | $101,248-51.3% | $158,922-69.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.69% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,527 | $4,175+32.4% | $3,660+51.0% | $4,761+16.1% |
| Participant deferral / active EE | $5,665 | $4,957+14.3% | $4,370+29.6% | $5,982-5.3% |
| Admin fee / account holder | $742 | $7,245-89.8% | $5,945-87.5% | $11,246-93.4% |