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 7-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 | $114,606 | $93,024+23.2% | $77,024+48.8% | $134,475-14.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 7.64% | 62.60%-55.0pp | 42.32%-34.7pp | 417.96%-410.3pp |
| Employer contribution / active EE | $8,622 | $3,418+152.3% | $2,812+206.6% | $4,740+81.9% |
| Participant deferral / active EE | $10,722 | $5,238+104.7% | $4,426+142.2% | $6,400+67.5% |
| Admin fee / account holder | $545 | $6,944-92.2% | $5,425-90.0% | $11,426-95.2% |