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 | $110,082 | $109,982+0.1% | $97,226+13.2% | $145,922-24.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.86% | 242.90%-234.0pp | 75.13%-66.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,075 | $3,084-65.2% | $2,729-60.6% | $4,660-76.9% |
| Participant deferral / active EE | $2,621 | $4,676-43.9% | $4,264-38.5% | $6,688-60.8% |
| Admin fee / account holder | $5,936 | $6,221-4.6% | $5,654+5.0% | $13,397-55.7% |