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 | $70,953 | $95,416-25.6% | $185,823-61.8% | $85,850-17.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.69% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $7,695 | $3,314+132.2% | $5,167+48.9% | $2,565+200.0% |
| Participant deferral / active EE | $3,153 | $3,423-7.9% | $5,568-43.4% | $3,952-20.2% |
| Admin fee / account holder | $3,283 | $7,213-54.5% | $16,237-79.8% | $6,260-47.6% |