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 | $98,390 | $99,652-1.3% | $78,778+24.9% | $147,584-33.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.17% | 47.28%-38.1pp | 35.62%-26.4pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,280 | $2,796-18.5% | $1,986+14.8% | $4,876-53.3% |
| Participant deferral / active EE | $5,701 | $3,664+55.6% | $2,958+92.7% | $5,439+4.8% |
| Admin fee / account holder | $403 | $7,155-94.4% | $5,134-92.2% | $10,885-96.3% |