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 | $117,031 | $95,416+22.7% | $185,823-37.0% | $85,850+36.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.61% | 23.59%+1.0pp | 122.05%-97.4pp | 318.53%-293.9pp |
| Employer contribution / active EE | $4,668 | $3,314+40.9% | $5,167-9.7% | $2,565+82.0% |
| Participant deferral / active EE | $2,399 | $3,423-29.9% | $5,568-56.9% | $3,952-39.3% |
| Admin fee / account holder | $3,201 | $7,213-55.6% | $16,237-80.3% | $6,260-48.9% |