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 | $51,094 | $45,035+13.5% | $62,995-18.9% | $70,131-27.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.57%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,424 | $2,051+115.7% | $2,759+60.4% | $2,342+88.9% |
| Participant deferral / active EE | $4,594 | $2,465+86.4% | $3,329+38.0% | $3,332+37.9% |
| Admin fee / account holder | $5,596 | $2,834+97.4% | $3,600+55.4% | $4,645+20.5% |