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 | $110,313 | $99,652+10.7% | $78,778+40.0% | $147,584-25.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.58% | 47.28%-26.7pp | 35.62%-15.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,464 | $2,796-47.6% | $1,986-26.3% | $4,876-70.0% |
| Participant deferral / active EE | $4,074 | $3,664+11.2% | $2,958+37.7% | $5,439-25.1% |
| Admin fee / account holder | $405 | $7,155-94.3% | $5,134-92.1% | $10,885-96.3% |