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 | $134,088 | $179,726-25.4% | $156,263-14.2% | $142,382-5.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.27% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $11,110 | $5,069+119.2% | $4,333+156.4% | $4,299+158.4% |
| Participant deferral / active EE | $6,076 | $6,956-12.7% | $6,158-1.3% | $6,507-6.6% |
| Admin fee / account holder | $1,867 | $17,272-89.2% | $14,255-86.9% | $12,624-85.2% |