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 | $121,139 | $65,409+85.2% | $98,442+23.1% | $85,850+41.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.00% | 21.76%-6.8pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,466 | $2,168+13.8% | $2,960-16.7% | $2,565-3.9% |
| Participant deferral / active EE | $5,595 | $3,166+76.7% | $4,276+30.8% | $3,952+41.6% |
| Admin fee / account holder | $1,448 | $4,593-68.5% | $5,949-75.7% | $6,260-76.9% |