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 | $85,620 | $77,314+10.7% | $177,989-51.9% | $80,856+5.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.31% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,018 | $2,292+118.9% | $3,949+27.1% | $2,755+82.2% |
| Participant deferral / active EE | $8,056 | $4,411+82.6% | $6,276+28.4% | $4,296+87.5% |
| Admin fee / account holder | $18,648 | $7,191+159.3% | $10,363+79.9% | $6,918+169.6% |