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 | $112,606 | $107,334+4.9% | $92,893+21.2% | $152,861-26.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 14.86% | 145.58%-130.7pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $12,666 | $4,221+200.1% | $3,653+246.8% | $4,762+166.0% |
| Participant deferral / active EE | $7,395 | $4,845+52.6% | $4,236+74.6% | $5,850+26.4% |
| Admin fee / account holder | $3,494 | $7,079-50.7% | $5,794-39.7% | $11,596-69.9% |