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 | $116,480 | $98,240+18.6% | $82,313+41.5% | $147,584-21.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.58% | 30.85%-12.3pp | 25.88%-7.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $12,407 | $3,192+288.7% | $2,428+411.0% | $4,876+154.4% |
| Participant deferral / active EE | $10,071 | $4,383+129.8% | $3,706+171.7% | $5,439+85.2% |
| Admin fee / account holder | $3,531 | $8,563-58.8% | $5,608-37.0% | $10,885-67.6% |