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 | $58,963 | $65,409-9.9% | $98,442-40.1% | $85,850-31.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.25% | 21.76%-4.5pp | 1492.73%-1475.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,329 | $2,168+7.5% | $2,960-21.3% | $2,565-9.2% |
| Participant deferral / active EE | $2,789 | $3,166-11.9% | $4,276-34.8% | $3,952-29.4% |
| Admin fee / account holder | $525 | $4,593-88.6% | $5,949-91.2% | $6,260-91.6% |