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 | $55,826 | $95,561-41.6% | $77,163-27.7% | $139,434-60.0% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 22.68% | 54.92%-32.2pp | 37.87%-15.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $5,480 | $3,147+74.1% | $2,535+116.2% | $4,751+15.3% |
| Participant deferral / active EE | $3,340 | $4,624-27.8% | $3,833-12.9% | $6,710-50.2% |
| Admin fee / account holder | $828 | $8,295-90.0% | $5,472-84.9% | $11,403-92.7% |