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 | $120,152 | $104,974+14.5% | $95,585+25.7% | $142,382-15.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.07% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,120 | $2,779+48.3% | $2,527+63.1% | $4,299-4.2% |
| Participant deferral / active EE | $9,066 | $4,352+108.3% | $4,023+125.4% | $6,507+39.3% |
| Admin fee / account holder | $7,054 | $6,386+10.5% | $6,127+15.1% | $12,624-44.1% |