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 | $139,913 | $126,574+10.5% | $106,213+31.7% | $145,922-4.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.02% | 224.79%-211.8pp | 116.14%-103.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $17,052 | $3,730+357.1% | $3,171+437.7% | $4,660+266.0% |
| Participant deferral / active EE | $20,799 | $5,724+263.4% | $5,016+314.7% | $6,688+211.0% |
| Admin fee / account holder | $31,600 | $17,304+82.6% | $11,033+186.4% | $13,397+135.9% |