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 | $83,159 | $98,750-15.8% | $149,696-44.4% | $79,858+4.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.52% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $10,301 | $3,216+220.2% | $4,644+121.8% | $2,471+316.9% |
| Participant deferral / active EE | $8,076 | $5,680+42.2% | $6,842+18.0% | $3,740+115.9% |
| Admin fee / account holder | $1,320 | $6,053-78.2% | $9,309-85.8% | $5,306-75.1% |