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 | $133,854 | $102,966+30.0% | $90,281+48.3% | $152,861-12.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 16.41% | 95.16%-78.8pp | 78.10%-61.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $5,948 | $3,139+89.5% | $2,854+108.4% | $4,762+24.9% |
| Participant deferral / active EE | $10,310 | $4,281+140.8% | $3,885+165.4% | $5,850+76.2% |
| Admin fee / account holder | $49,211 | $6,171+697.5% | $5,351+819.6% | $11,596+324.4% |