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 9-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 | $128,056 | $74,888+71.0% | $71,209+79.8% | $142,382-10.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 35.15% | 345.14%-310.0pp | 282.51%-247.4pp | 217.08%-181.9pp |
| Employer contribution / active EE | $6,480 | $2,854+127.0% | $2,721+138.2% | $4,299+50.7% |
| Participant deferral / active EE | $13,994 | $4,454+214.2% | $4,175+235.2% | $6,507+115.1% |
| Admin fee / account holder | $11,439 | $5,568+105.4% | $5,349+113.9% | $12,624-9.4% |