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 | $119,266 | $109,327+9.1% | $89,391+33.4% | $158,922-25.0% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 15.67% | 345.68%-330.0pp | 245.62%-229.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $6,052 | $3,170+90.9% | $2,586+134.1% | $4,761+27.1% |
| Participant deferral / active EE | $6,953 | $4,598+51.2% | $3,890+78.7% | $5,982+16.2% |
| Admin fee / account holder | $1,487 | $6,153-75.8% | $4,881-69.5% | $11,246-86.8% |