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 | $79,806 | $57,354+39.1% | $83,848-4.8% | $64,186+24.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 10.53% | 11.38%-0.9pp | 850.88%-840.3pp | 7.63%+2.9pp |
| Employer contribution / active EE | $2,721 | $2,545+6.9% | $3,631-25.1% | $2,381+14.3% |
| Participant deferral / active EE | $3,779 | $2,993+26.2% | $4,082-7.4% | $3,470+8.9% |
| Admin fee / account holder | $364 | $4,046-91.0% | $5,478-93.4% | $4,888-92.6% |