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 | $105,703 | $142,405-25.8% | $115,157-8.2% | $152,861-30.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.20% | 41.48%-19.3pp | 35.60%-13.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $11,279 | $4,010+181.3% | $3,179+254.8% | $4,762+136.8% |
| Participant deferral / active EE | $10,619 | $5,164+105.6% | $4,168+154.7% | $5,850+81.5% |
| Admin fee / account holder | $448 | $8,462-94.7% | $7,088-93.7% | $11,596-96.1% |