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 | $86,077 | $114,381-24.7% | $107,525-19.9% | $142,382-39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $13,893 | $4,015+246.1% | $3,754+270.1% | $4,299+223.2% |
| Participant deferral / active EE | $4,434 | $5,564-20.3% | $5,116-13.3% | $6,507-31.9% |
| Admin fee / account holder | $14,777 | $9,860+49.9% | $8,919+65.7% | $12,624+17.1% |