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 8-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 | $124,138 | $100,773+23.2% | $88,946+39.6% | $142,382-12.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 43.72% | 70.18%-26.5pp | 57.82%-14.1pp | 217.08%-173.4pp |
| Employer contribution / active EE | $5,719 | $2,918+96.0% | $2,555+123.8% | $4,299+33.0% |
| Participant deferral / active EE | $10,151 | $5,230+94.1% | $4,581+121.6% | $6,507+56.0% |
| Admin fee / account holder | $416 | $9,693-95.7% | $8,261-95.0% | $12,624-96.7% |