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 | $91,053 | $96,128-5.3% | $136,007-33.1% | $80,856+12.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.68% | 28.71%-6.0pp | 579.32%-556.6pp | 35.59%-12.9pp |
| Employer contribution / active EE | $9,104 | $3,351+171.6% | $4,217+115.9% | $2,755+230.5% |
| Participant deferral / active EE | $13,854 | $5,709+142.7% | $7,025+97.2% | $4,296+222.5% |
| Admin fee / account holder | $3,783 | $8,236-54.1% | $6,858-44.8% | $6,918-45.3% |