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 | $55,939 | $96,635-42.1% | $86,612-35.4% | $139,434-59.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 17.19% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $9,642 | $3,263+195.5% | $3,022+219.0% | $4,751+102.9% |
| Participant deferral / active EE | $13,156 | $4,836+172.0% | $4,438+196.5% | $6,710+96.1% |
| Admin fee / account holder | $1,240 | $6,408-80.6% | $5,614-77.9% | $11,403-89.1% |