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 | $142,747 | $197,591-27.8% | $177,821-19.7% | $158,922-10.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.97% | 58.76%-43.8pp | 48.32%-33.3pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,306 | $6,697-20.8% | $5,918-10.3% | $4,761+11.5% |
| Participant deferral / active EE | $5,597 | $8,405-33.4% | $7,714-27.4% | $5,982-6.4% |
| Admin fee / account holder | $802 | $15,399-94.8% | $12,427-93.5% | $11,246-92.9% |