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 | $116,787 | $150,187-22.2% | $120,354-3.0% | $145,922-20.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.44% | 154.07%-140.6pp | 107.15%-93.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,157 | $4,348-27.4% | $3,463-8.8% | $4,660-32.2% |
| Participant deferral / active EE | $9,491 | $6,173+53.8% | $4,991+90.2% | $6,688+41.9% |
| Admin fee / account holder | $3,232 | $12,207-73.5% | $9,423-65.7% | $13,397-75.9% |