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 | $128,981 | $104,974+22.9% | $95,585+34.9% | $142,382-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.18% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,919 | $2,779-30.9% | $2,527-24.0% | $4,299-55.4% |
| Participant deferral / active EE | $1,919 | $4,352-55.9% | $4,023-52.3% | $6,507-70.5% |
| Admin fee / account holder | $4,560 | $6,386-28.6% | $6,127-25.6% | $12,624-63.9% |