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 | $122,795 | $69,207+77.4% | $64,056+91.7% | $139,434-11.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,520 | $3,182+42.0% | $2,747+64.6% | $4,751-4.9% |
| Participant deferral / active EE | $6,620 | $4,682+41.4% | $3,880+70.6% | $6,710-1.3% |
| Admin fee / account holder | $1,868 | $4,244-56.0% | $3,068-39.1% | $11,403-83.6% |