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 | $120,247 | $126,574-5.0% | $106,213+13.2% | $145,922-17.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.57% | 224.79%-203.2pp | 116.14%-94.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,364 | $3,730-63.4% | $3,171-57.0% | $4,660-70.7% |
| Participant deferral / active EE | $3,588 | $5,724-37.3% | $5,016-28.5% | $6,688-46.4% |
| Admin fee / account holder | $5,624 | $17,304-67.5% | $11,033-49.0% | $13,397-58.0% |