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 | $100,922 | $95,561+5.6% | $77,163+30.8% | $139,434-27.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.67% | 54.92%-45.2pp | 37.87%-28.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,732 | $3,147-45.0% | $2,535-31.7% | $4,751-63.5% |
| Participant deferral / active EE | $10,164 | $4,624+119.8% | $3,833+165.2% | $6,710+51.5% |
| Admin fee / account holder | $13,073 | $8,295+57.6% | $5,472+138.9% | $11,403+14.6% |