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 | $106,069 | $109,881-3.5% | $150,045-29.3% | $84,808+25.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 27.71% | 28.25%-0.5pp | 62.55%-34.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $7,532 | $3,561+111.5% | $4,693+60.5% | $2,631+186.3% |
| Participant deferral / active EE | $11,493 | $6,636+73.2% | $7,997+43.7% | $4,212+172.9% |
| Admin fee / account holder | $2,607 | $8,568-69.6% | $13,435-80.6% | $7,344-64.5% |