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 7-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 | $126,601 | $175,202-27.7% | $149,673-15.4% | $139,434-9.2% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 19.37% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $10,000 | $5,474+82.7% | $4,818+107.6% | $4,751+110.5% |
| Participant deferral / active EE | $7,402 | $6,519+13.5% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $4,660 | $16,150-71.1% | $13,210-64.7% | $11,403-59.1% |