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 | $125,058 | $114,381+9.3% | $107,525+16.3% | $142,382-12.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $10,305 | $4,015+156.7% | $3,754+174.5% | $4,299+139.7% |
| Participant deferral / active EE | $5,848 | $5,564+5.1% | $5,116+14.3% | $6,507-10.1% |
| Admin fee / account holder | $6,127 | $9,860-37.9% | $8,919-31.3% | $12,624-51.5% |