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 | $107,095 | $89,355+19.9% | $141,162-24.1% | $72,985+46.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.95% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $11,140 | $3,114+257.7% | $4,735+135.3% | $2,440+356.6% |
| Participant deferral / active EE | $6,200 | $5,418+14.4% | $6,709-7.6% | $3,607+71.9% |
| Admin fee / account holder | $7,330 | $5,958+23.0% | $10,261-28.6% | $5,124+43.0% |