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 | $94,951 | $85,202+11.4% | $172,739-45.0% | $72,985+30.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.18% | 27.32%-10.1pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,238 | $3,324+87.6% | $5,143+21.3% | $2,440+155.7% |
| Participant deferral / active EE | $4,052 | $3,260+24.3% | $5,198-22.0% | $3,607+12.3% |
| Admin fee / account holder | $19,672 | $5,884+234.3% | $13,954+41.0% | $5,124+283.9% |