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 | $82,360 | $65,409+25.9% | $98,442-16.3% | $85,850-4.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.62% | 21.76%-6.1pp | 1492.73%-1477.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $8,515 | $2,168+292.8% | $2,960+187.7% | $2,565+232.0% |
| Participant deferral / active EE | $5,381 | $3,166+69.9% | $4,276+25.8% | $3,952+36.2% |
| Admin fee / account holder | $506 | $4,593-89.0% | $5,949-91.5% | $6,260-91.9% |