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 | $90,555 | $115,770-21.8% | $101,248-10.6% | $158,922-43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.97% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $17,163 | $4,175+311.1% | $3,660+369.0% | $4,761+260.5% |
| Participant deferral / active EE | $8,871 | $4,957+78.9% | $4,370+103.0% | $5,982+48.3% |
| Admin fee / account holder | $9,158 | $7,245+26.4% | $5,945+54.0% | $11,246-18.6% |