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 | $86,685 | $56,053+54.6% | $75,972+14.1% | $80,856+7.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.72% | 20.53%-7.8pp | 359.55%-346.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,392 | $1,874+81.0% | $2,685+26.3% | $2,755+23.1% |
| Participant deferral / active EE | $11,205 | $3,052+267.2% | $4,255+163.3% | $4,296+160.8% |
| Admin fee / account holder | $9,893 | $5,234+89.0% | $6,467+53.0% | $6,918+43.0% |