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 | $83,005 | $107,015-22.4% | $73,545+12.9% | $147,584-43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.57% | 38.25%-28.7pp | -15.16%+24.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,134 | $1,760+21.2% | $1,219+75.1% | $4,876-56.2% |
| Participant deferral / active EE | $7,396 | $2,462+200.5% | $1,806+309.5% | $5,439+36.0% |
| Admin fee / account holder | $1,590 | $3,055-48.0% | $2,320-31.5% | $10,885-85.4% |