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 | $69,354 | $57,016+21.6% | $84,966-18.4% | $80,856-14.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.24% | 21.66%-8.4pp | 66.38%-53.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,411 | $1,798+201.0% | $2,727+98.4% | $2,755+96.4% |
| Participant deferral / active EE | $2,512 | $3,110-19.2% | $4,519-44.4% | $4,296-41.5% |
| Admin fee / account holder | $11,152 | $4,980+123.9% | $6,149+81.4% | $6,918+61.2% |