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 | $96,365 | $95,561+0.8% | $77,163+24.9% | $139,434-30.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 27.92% | 54.92%-27.0pp | 37.87%-9.9pp | 372.94%-345.0pp |
| Employer contribution / active EE | $11,484 | $3,147+264.9% | $2,535+353.0% | $4,751+141.7% |
| Participant deferral / active EE | $12,250 | $4,624+165.0% | $3,833+219.6% | $6,710+82.6% |
| Admin fee / account holder | $2,659 | $8,295-67.9% | $5,472-51.4% | $11,403-76.7% |