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 8-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 | $108,485 | $58,208+86.4% | $81,812+32.6% | $80,856+34.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 26.78% | 41.66%-14.9pp | 773.79%-747.0pp | 35.59%-8.8pp |
| Employer contribution / active EE | $14,739 | $2,340+529.9% | $2,912+406.1% | $2,755+435.0% |
| Participant deferral / active EE | $16,710 | $3,281+409.3% | $4,319+286.9% | $4,296+289.0% |
| Admin fee / account holder | $3,614 | $4,981-27.5% | $7,386-51.1% | $6,918-47.8% |