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 | $73,176 | $65,409+11.9% | $98,442-25.7% | $85,850-14.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.29% | 21.76%-4.5pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,573 | $2,168+18.7% | $2,960-13.1% | $2,565+0.3% |
| Participant deferral / active EE | $4,698 | $3,166+48.4% | $4,276+9.9% | $3,952+18.9% |
| Admin fee / account holder | $1,848 | $4,593-59.8% | $5,949-68.9% | $6,260-70.5% |