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 | $111,769 | $88,083+26.9% | $164,813-32.2% | $74,495+50.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.44% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,818 | $2,593+47.2% | $4,341-12.0% | $2,623+45.6% |
| Participant deferral / active EE | $10,468 | $4,498+132.7% | $6,031+73.5% | $4,346+140.9% |
| Admin fee / account holder | $8,454 | $2,234+278.5% | $12,690-33.4% | $1,942+335.4% |