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 | $66,667 | $115,770-42.4% | $101,248-34.2% | $158,922-58.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.26% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $20,837 | $4,175+399.2% | $3,660+469.4% | $4,761+337.7% |
| Participant deferral / active EE | $1,961 | $4,957-60.4% | $4,370-55.1% | $5,982-67.2% |
| Admin fee / account holder | $644 | $7,245-91.1% | $5,945-89.2% | $11,246-94.3% |