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 | $102,550 | $91,538+12.0% | $129,995-21.1% | $75,163+36.4% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 13.39% | -631.11%+644.5pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $12,103 | $2,845+325.4% | $4,320+180.2% | $2,670+353.3% |
| Participant deferral / active EE | $8,163 | $4,341+88.0% | $5,820+40.3% | $4,125+97.9% |
| Admin fee / account holder | $9,951 | $6,790+46.5% | $10,614-6.3% | $5,651+76.1% |