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 | $92,854 | $105,126-11.7% | $94,646-1.9% | $139,434-33.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.37% | 38.03%-22.7pp | 156.71%-141.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,667 | $4,106+62.4% | $3,672+81.5% | $4,751+40.3% |
| Participant deferral / active EE | $4,162 | $7,599-45.2% | $7,418-43.9% | $6,710-38.0% |
| Admin fee / account holder | $3,174 | $8,984-64.7% | $7,231-56.1% | $11,403-72.2% |