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 | $51,733 | $144,119-64.1% | $117,854-56.1% | $147,584-64.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.10% | 531.15%-507.0pp | 335.08%-311.0pp | 578.55%-554.4pp |
| Employer contribution / active EE | $3,113 | $4,896-36.4% | $3,786-17.8% | $4,876-36.2% |
| Participant deferral / active EE | $9,477 | $5,316+78.3% | $4,482+111.5% | $5,439+74.2% |
| Admin fee / account holder | $2,569 | $10,886-76.4% | $8,020-68.0% | $10,885-76.4% |