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 | $122,583 | $152,587-19.7% | $125,175-2.1% | $152,861-19.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 47.66% | 54.84%-7.2pp | 43.79%+3.9pp | 345.32%-297.7pp |
| Employer contribution / active EE | $9,551 | $4,946+93.1% | $3,865+147.1% | $4,762+100.6% |
| Participant deferral / active EE | $8,859 | $5,868+51.0% | $4,937+79.5% | $5,850+51.4% |
| Admin fee / account holder | $9,433 | $13,434-29.8% | $9,702-2.8% | $11,596-18.7% |