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 | $74,973 | $48,795+53.6% | $65,493+14.5% | $84,808-11.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.56% | 20.20%-2.6pp | 982.45%-964.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,207 | $1,930+325.3% | $2,574+218.8% | $2,631+211.9% |
| Participant deferral / active EE | $5,905 | $2,928+101.7% | $3,961+49.1% | $4,212+40.2% |
| Admin fee / account holder | $4,740 | $3,877+22.2% | $5,028-5.7% | $7,344-35.5% |