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 | $95,355 | $118,680-19.7% | $98,907-3.6% | $158,922-40.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.04% | 372.35%-360.3pp | 196.43%-184.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,462 | $3,333+63.9% | $2,689+103.1% | $4,761+14.7% |
| Participant deferral / active EE | $7,446 | $5,088+46.3% | $4,244+75.4% | $5,982+24.5% |
| Admin fee / account holder | $2,253 | $10,131-77.8% | $6,642-66.1% | $11,246-80.0% |