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 | $114,059 | $102,966+10.8% | $90,281+26.3% | $152,861-25.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.13% | 95.16%-79.0pp | 78.10%-62.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,566 | $3,139-18.3% | $2,854-10.1% | $4,762-46.1% |
| Participant deferral / active EE | $7,071 | $4,281+65.2% | $3,885+82.0% | $5,850+20.9% |
| Admin fee / account holder | $544 | $6,171-91.2% | $5,351-89.8% | $11,596-95.3% |