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 | $132,702 | $115,770+14.6% | $101,248+31.1% | $158,922-16.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.39% | 56.14%-39.7pp | 46.47%-30.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,876 | $4,175-55.1% | $3,660-48.7% | $4,761-60.6% |
| Participant deferral / active EE | $6,068 | $4,957+22.4% | $4,370+38.9% | $5,982+1.4% |
| Admin fee / account holder | $3,804 | $7,245-47.5% | $5,945-36.0% | $11,246-66.2% |