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 7-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 | $93,665 | $58,694+59.6% | $142,863-34.4% | $85,850+9.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 29.19% | 27.72%+1.5pp | 5637.54%-5608.4pp | 318.53%-289.3pp |
| Employer contribution / active EE | $5,668 | $1,423+298.4% | $4,144+36.8% | $2,565+120.9% |
| Participant deferral / active EE | $6,462 | $2,607+147.8% | $3,837+68.4% | $3,952+63.5% |
| Admin fee / account holder | $944 | $4,239-77.7% | $6,560-85.6% | $6,260-84.9% |