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 5-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 | $56,695 | $54,705+3.6% | $71,209-20.4% | $84,808-33.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.18% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $6,799 | $2,158+215.1% | $2,721+149.9% | $2,631+158.4% |
| Participant deferral / active EE | $14,688 | $3,030+384.7% | $4,175+251.8% | $4,212+248.8% |
| Admin fee / account holder | $3,851 | $4,863-20.8% | $5,349-28.0% | $7,344-47.6% |