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 | $101,753 | $86,286+17.9% | $111,297-8.6% | $85,850+18.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 26.12% | 19.99%+6.1pp | 54.65%-28.5pp | 318.53%-292.4pp |
| Employer contribution / active EE | $2,564 | $2,043+25.5% | $2,731-6.1% | $2,5650% |
| Participant deferral / active EE | $6,058 | $3,641+66.4% | $4,487+35.0% | $3,952+53.3% |
| Admin fee / account holder | $774 | $8,188-90.5% | $7,964-90.3% | $6,260-87.6% |