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 | $129,950 | $99,985+30.0% | $146,665-11.4% | $85,850+51.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.99% | 18.93%-5.9pp | 22.74%-9.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $8,069 | $2,559+215.4% | $4,136+95.1% | $2,565+214.6% |
| Participant deferral / active EE | $6,538 | $4,006+63.2% | $5,506+18.7% | $3,952+65.4% |
| Admin fee / account holder | $1,236 | $7,702-84.0% | $10,280-88.0% | $6,260-80.3% |