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 | $66,269 | $53,127+24.7% | $86,590-23.5% | $70,131-5.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,731 | $2,068+80.4% | $2,839+31.4% | $2,342+59.3% |
| Participant deferral / active EE | $2,027 | $2,696-24.8% | $3,609-43.8% | $3,332-39.2% |
| Admin fee / account holder | $2,340 | $3,585-34.7% | $4,906-52.3% | $4,645-49.6% |