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 | $124,663 | $118,680+5.0% | $98,907+26.0% | $158,922-21.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.17% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,129 | $3,333-36.1% | $2,689-20.8% | $4,761-55.3% |
| Participant deferral / active EE | $7,441 | $5,088+46.2% | $4,244+75.3% | $5,982+24.4% |
| Admin fee / account holder | $1,417 | $10,131-86.0% | $6,642-78.7% | $11,246-87.4% |