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 8-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 | $72,109 | $48,795+47.8% | $65,493+10.1% | $84,808-15.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 19.84% | 20.20%-0.4pp | 982.45%-962.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $10,444 | $1,930+441.2% | $2,574+305.7% | $2,631+296.9% |
| Participant deferral / active EE | $3,473 | $2,928+18.6% | $3,961-12.3% | $4,212-17.5% |
| Admin fee / account holder | $1,169 | $3,877-69.8% | $5,028-76.7% | $7,344-84.1% |