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 | $61,922 | $105,181-41.1% | $159,436-61.2% | $85,850-27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.63% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,182 | $3,318+56.2% | $4,829+7.3% | $2,565+102.0% |
| Participant deferral / active EE | $4,469 | $5,945-24.8% | $7,352-39.2% | $3,952+13.1% |
| Admin fee / account holder | $432 | $6,933-93.8% | $10,799-96.0% | $6,260-93.1% |