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 | $96,448 | $111,754-13.7% | $103,333-6.7% | $145,922-33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $10,048 | $4,212+138.5% | $3,868+159.8% | $4,660+115.6% |
| Participant deferral / active EE | $3,155 | $5,619-43.9% | $5,057-37.6% | $6,688-52.8% |
| Admin fee / account holder | $6,533 | $9,750-33.0% | $8,355-21.8% | $13,397-51.2% |