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 7-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 | $104,253 | $202,432-48.5% | $169,368-38.4% | $139,434-25.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.27% | 531.74%-520.5pp | 405.60%-394.3pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,949 | $4,692+5.5% | $4,013+23.3% | $4,751+4.2% |
| Participant deferral / active EE | $13,250 | $6,938+91.0% | $6,221+113.0% | $6,710+97.5% |
| Admin fee / account holder | $560 | $10,708-94.8% | $9,003-93.8% | $11,403-95.1% |