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 | $84,337 | $232,540-63.7% | $185,117-54.4% | $147,584-42.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.47% | 43.03%-23.6pp | 40.50%-21.0pp | 578.55%-559.1pp |
| Employer contribution / active EE | $6,716 | $5,195+29.3% | $4,182+60.6% | $4,876+37.7% |
| Participant deferral / active EE | $10,151 | $5,834+74.0% | $5,045+101.2% | $5,439+86.6% |
| Admin fee / account holder | $17,428 | $10,275+69.6% | $8,159+113.6% | $10,885+60.1% |