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 | $124,305 | $109,327+13.7% | $89,391+39.1% | $158,922-21.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.27% | 345.68%-334.4pp | 245.62%-234.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,806 | $3,170+51.6% | $2,586+85.9% | $4,761+0.9% |
| Participant deferral / active EE | $3,714 | $4,598-19.2% | $3,890-4.5% | $5,982-37.9% |
| Admin fee / account holder | $770 | $6,153-87.5% | $4,881-84.2% | $11,246-93.1% |