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 | $89,766 | $93,373-3.9% | $152,466-41.1% | $85,850+4.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 14.06% | 21.84%-7.8pp | 757.33%-743.3pp | 318.53%-304.5pp |
| Employer contribution / active EE | $5,125 | $2,996+71.1% | $4,327+18.5% | $2,565+99.8% |
| Participant deferral / active EE | $2,368 | $4,550-48.0% | $5,820-59.3% | $3,952-40.1% |
| Admin fee / account holder | $5,821 | $13,853-58.0% | $15,805-63.2% | $6,260-7.0% |