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 5-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 | $128,874 | $150,187-14.2% | $120,354+7.1% | $145,922-11.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.87% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $17,459 | $4,348+301.6% | $3,463+404.2% | $4,660+274.7% |
| Participant deferral / active EE | $15,262 | $6,173+147.2% | $4,991+205.8% | $6,688+128.2% |
| Admin fee / account holder | $4,521 | $12,207-63.0% | $9,423-52.0% | $13,397-66.3% |