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 | $93,092 | $99,918-6.8% | $81,382+14.4% | $145,922-36.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,528 | $2,978+152.8% | $2,463+205.7% | $4,660+61.5% |
| Participant deferral / active EE | $6,145 | $4,605+33.4% | $3,883+58.3% | $6,688-8.1% |
| Admin fee / account holder | $1,573 | $8,212-80.8% | $5,768-72.7% | $13,397-88.3% |