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 7-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 | $54,196 | $114,381-52.6% | $107,525-49.6% | $142,382-61.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.94% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,414 | $4,015-15.0% | $3,754-9.0% | $4,299-20.6% |
| Participant deferral / active EE | $10,682 | $5,564+92.0% | $5,116+108.8% | $6,507+64.2% |
| Admin fee / account holder | $3,365 | $9,860-65.9% | $8,919-62.3% | $12,624-73.3% |