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 | $134,888 | $112,096+20.3% | $95,952+40.6% | $158,922-15.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 27.80% | 171.09%-143.3pp | 91.61%-63.8pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,970 | $3,198-38.4% | $2,541-22.5% | $4,761-58.6% |
| Participant deferral / active EE | $4,090 | $4,784-14.5% | $4,167-1.9% | $5,982-31.6% |
| Admin fee / account holder | $5,336 | $10,130-47.3% | $6,795-21.5% | $11,246-52.5% |