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 | $83,528 | $99,652-16.2% | $78,778+6.0% | $147,584-43.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.31% | 47.28%-29.0pp | 35.62%-17.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,644 | $2,796-41.2% | $1,986-17.2% | $4,876-66.3% |
| Participant deferral / active EE | $6,981 | $3,664+90.6% | $2,958+136.0% | $5,439+28.4% |
| Admin fee / account holder | $3,325 | $7,155-53.5% | $5,134-35.2% | $10,885-69.5% |