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 | $81,502 | $63,346+28.7% | $92,233-11.6% | $70,131+16.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.18% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,099 | $2,471-15.1% | $3,679-43.0% | $2,342-10.4% |
| Participant deferral / active EE | $5,168 | $2,854+81.1% | $3,897+32.6% | $3,332+55.1% |
| Admin fee / account holder | $1,573 | $3,840-59.0% | $5,194-69.7% | $4,645-66.1% |