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 | $94,932 | $91,190+4.1% | $178,490-46.8% | $79,858+18.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.83% | 24.19%-3.4pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,741 | $3,256+76.3% | $5,011+14.6% | $2,471+132.3% |
| Participant deferral / active EE | $5,002 | $3,236+54.6% | $5,202-3.8% | $3,740+33.7% |
| Admin fee / account holder | $754 | $6,751-88.8% | $13,984-94.6% | $5,306-85.8% |