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 | $102,740 | $48,795+110.6% | $65,493+56.9% | $84,808+21.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.68% | 20.20%-7.5pp | 982.45%-969.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,946 | $1,930+260.0% | $2,574+169.8% | $2,631+164.0% |
| Participant deferral / active EE | $7,527 | $2,928+157.0% | $3,961+90.0% | $4,212+78.7% |
| Admin fee / account holder | $8,610 | $3,877+122.1% | $5,028+71.2% | $7,344+17.2% |