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 | $121,797 | $110,502+10.2% | $80,716+50.9% | $167,490-27.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.74% | 120.54%-100.8pp | 87.28%-67.5pp | 478.56%-458.8pp |
| Employer contribution / active EE | $7,213 | $1,543+367.6% | $1,160+521.8% | $4,837+49.1% |
| Participant deferral / active EE | $5,073 | $2,871+76.7% | $2,146+136.4% | $6,341-20.0% |
| Admin fee / account holder | $1,057 | $4,545-76.7% | $3,380-68.7% | $12,309-91.4% |