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 | $62,026 | $45,073+37.6% | $69,455-10.7% | $72,985-15.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 82.84% | 22.65%+60.2pp | 28.97%+53.9pp | 81.00%+1.8pp |
| Employer contribution / active EE | $6,462 | $2,054+214.6% | $2,779+132.5% | $2,440+164.9% |
| Participant deferral / active EE | $8,241 | $2,602+216.8% | $3,535+133.1% | $3,607+128.5% |
| Admin fee / account holder | $3,865 | $3,056+26.5% | $3,839+0.7% | $5,124-24.6% |