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 | $88,716 | $54,705+62.2% | $71,209+24.6% | $84,808+4.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.08% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,607 | $2,158+159.8% | $2,721+106.1% | $2,631+113.1% |
| Participant deferral / active EE | $5,469 | $3,030+80.5% | $4,175+31.0% | $4,212+29.8% |
| Admin fee / account holder | $12,533 | $4,863+157.7% | $5,349+134.3% | $7,344+70.7% |