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 | $111,444 | $102,317+8.9% | $146,958-24.2% | $80,856+37.8% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.4pp | 67.6%+4.2pp |
| Annual return | 18.94% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,550 | $3,713+22.5% | $4,933-7.8% | $2,755+65.2% |
| Participant deferral / active EE | $10,619 | $6,644+59.8% | $8,070+31.6% | $4,296+147.2% |
| Admin fee / account holder | $3,462 | $7,941-56.4% | $12,998-73.4% | $6,918-50.0% |