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 | $93,458 | $78,672+18.8% | $109,143-14.4% | $85,850+8.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.45% | 25.09%-6.6pp | 25.75%-7.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $17,224 | $2,735+529.8% | $3,722+362.8% | $2,565+571.5% |
| Participant deferral / active EE | $6,088 | $3,467+75.6% | $4,653+30.8% | $3,952+54.1% |
| Admin fee / account holder | $3,887 | $5,469-28.9% | $6,752-42.4% | $6,260-37.9% |