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 | $109,137 | $232,540-53.1% | $185,117-41.0% | $147,584-26.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.57% | 43.03%-24.5pp | 40.50%-21.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $11,309 | $5,195+117.7% | $4,182+170.4% | $4,876+131.9% |
| Participant deferral / active EE | $3,404 | $5,834-41.6% | $5,045-32.5% | $5,439-37.4% |
| Admin fee / account holder | $5,540 | $10,275-46.1% | $8,159-32.1% | $10,885-49.1% |