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 | $127,936 | $105,859+20.9% | $90,160+41.9% | $147,584-13.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.60% | 37.63%-18.0pp | 34.88%-15.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,454 | $4,126-40.5% | $3,318-26.1% | $4,876-49.7% |
| Participant deferral / active EE | $5,873 | $5,733+2.4% | $5,288+11.1% | $5,439+8.0% |
| Admin fee / account holder | $37,437 | $8,046+365.3% | $5,943+529.9% | $10,885+243.9% |