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 | $112,889 | $123,909-8.9% | $69,647+62.1% | $145,922-22.6% |
| Participation rate | 75.0% | 69.2%+5.8pp | 66.5%+8.5pp | 80.3%-5.3pp |
| Annual return | 10.50% | 190.55%-180.0pp | 100.48%-90.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,750 | $2,682+39.8% | $1,712+119.0% | $4,660-19.5% |
| Participant deferral / active EE | $1,776 | $4,236-58.1% | $2,886-38.5% | $6,688-73.4% |
| Admin fee / account holder | $13,620 | $7,863+73.2% | $4,713+189.0% | $13,397+1.7% |