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 | $119,544 | $78,672+52.0% | $109,143+9.5% | $85,850+39.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.29% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $8,579 | $2,735+213.7% | $3,722+130.5% | $2,565+234.4% |
| Participant deferral / active EE | $4,084 | $3,467+17.8% | $4,653-12.2% | $3,952+3.3% |
| Admin fee / account holder | $1,112 | $5,469-79.7% | $6,752-83.5% | $6,260-82.2% |