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 | $127,505 | $69,207+84.2% | $64,056+99.1% | $139,434-8.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 45.88%-33.0pp | 33.69%-20.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $7,070 | $3,182+122.2% | $2,747+157.4% | $4,751+48.8% |
| Participant deferral / active EE | $8,645 | $4,682+84.7% | $3,880+122.8% | $6,710+28.8% |
| Admin fee / account holder | $17,551 | $4,244+313.5% | $3,068+472.0% | $11,403+53.9% |