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 | $131,557 | $105,181+25.1% | $159,436-17.5% | $85,850+53.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.13% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,997 | $3,318-39.8% | $4,829-58.7% | $2,565-22.2% |
| Participant deferral / active EE | $7,176 | $5,945+20.7% | $7,352-2.4% | $3,952+81.6% |
| Admin fee / account holder | $5,969 | $6,933-13.9% | $10,799-44.7% | $6,260-4.6% |