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 | $107,056 | $89,753+19.3% | $107,525-0.4% | $84,808+26.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 26.07% | 29.48%-3.4pp | 181.32%-155.3pp | 40.90%-14.8pp |
| Employer contribution / active EE | $12,322 | $3,113+295.8% | $3,754+228.3% | $2,631+368.3% |
| Participant deferral / active EE | $7,648 | $4,056+88.5% | $5,116+49.5% | $4,212+81.6% |
| Admin fee / account holder | $510 | $7,222-92.9% | $8,919-94.3% | $7,344-93.1% |