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 8-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 | $97,622 | $54,705+78.5% | $71,209+37.1% | $84,808+15.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.01% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,343 | $2,158+194.0% | $2,721+133.1% | $2,631+141.1% |
| Participant deferral / active EE | $6,196 | $3,030+104.5% | $4,175+48.4% | $4,212+47.1% |
| Admin fee / account holder | $20,875 | $4,863+329.2% | $5,349+290.3% | $7,344+184.3% |