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 | $97,294 | $58,694+65.8% | $142,863-31.9% | $85,850+13.3% |
| Participation rate | 82.2% | 58.5%+23.7pp | 71.9%+10.3pp | 69.3%+12.9pp |
| Annual return | 12.40% | 27.72%-15.3pp | 5637.54%-5625.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,084 | $2,607+171.7% | $3,837+84.6% | $3,952+79.3% |
| Admin fee / account holder | $687 | $4,239-83.8% | $6,560-89.5% | $6,260-89.0% |