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 | $96,907 | $57,354+69.0% | $83,848+15.6% | $64,186+51.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.53% | 11.38%-5.9pp | 850.88%-845.3pp | 7.63%-2.1pp |
| Employer contribution / active EE | $10,608 | $2,545+316.8% | $3,631+192.2% | $2,381+345.5% |
| Participant deferral / active EE | $4,367 | $2,993+45.9% | $4,082+7.0% | $3,470+25.9% |
| Admin fee / account holder | $17,798 | $4,046+339.9% | $5,478+224.9% | $4,888+264.1% |