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 | $80,604 | $85,202-5.4% | $172,739-53.3% | $72,985+10.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.99% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $9,029 | $3,324+171.6% | $5,143+75.6% | $2,440+270.0% |
| Participant deferral / active EE | $5,049 | $3,260+54.9% | $5,198-2.9% | $3,607+40.0% |
| Admin fee / account holder | $2,669 | $5,884-54.6% | $13,954-80.9% | $5,124-47.9% |