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 | $90,330 | $118,849-24.0% | $96,562-6.5% | $167,490-46.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,191 | $3,120-29.8% | $2,356-7.0% | $4,837-54.7% |
| Participant deferral / active EE | $6,776 | $4,616+46.8% | $3,849+76.1% | $6,341+6.9% |
| Admin fee / account holder | $10,551 | $8,065+30.8% | $6,181+70.7% | $12,309-14.3% |