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 | $116,802 | $106,890+9.3% | $84,015+39.0% | $152,861-23.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.40% | 104.99%-87.6pp | 71.31%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,265 | $2,734-17.2% | $1,983+14.2% | $4,762-52.4% |
| Participant deferral / active EE | $5,042 | $4,011+25.7% | $3,239+55.7% | $5,850-13.8% |
| Admin fee / account holder | $8,495 | $8,285+2.5% | $6,101+39.3% | $11,596-26.7% |