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 9-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 | $84,246 | $68,547+22.9% | $120,354-30.0% | $80,856+4.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.03% | 23.60%-10.6pp | 107.15%-94.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $10,801 | $2,051+426.5% | $3,463+211.9% | $2,755+292.1% |
| Participant deferral / active EE | $10,258 | $3,173+223.2% | $4,991+105.5% | $4,296+138.8% |
| Admin fee / account holder | $26,998 | $5,732+371.0% | $9,423+186.5% | $6,918+290.3% |