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 | $102,789 | $77,314+33.0% | $177,989-42.2% | $80,856+27.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.90% | 18.09%-0.2pp | 294.48%-276.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $735 | $2,292-68.0% | $3,949-81.4% | $2,755-73.3% |
| Participant deferral / active EE | $5,144 | $4,411+16.6% | $6,276-18.0% | $4,296+19.8% |
| Admin fee / account holder | $523 | $7,191-92.7% | $10,363-95.0% | $6,918-92.4% |