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 | $88,252 | $197,591-55.3% | $177,821-50.4% | $158,922-44.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.12% | 58.76%-40.6pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $9,155 | $6,697+36.7% | $5,918+54.7% | $4,761+92.3% |
| Participant deferral / active EE | $14,076 | $8,405+67.5% | $7,714+82.5% | $5,982+135.3% |
| Admin fee / account holder | $12,143 | $15,399-21.1% | $12,427-2.3% | $11,246+8.0% |