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 | $140,401 | $118,919+18.1% | $88,538+58.6% | $152,861-8.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 19.21% | 47.92%-28.7pp | 43.64%-24.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,461 | $2,669+104.6% | $2,098+160.3% | $4,762+14.7% |
| Participant deferral / active EE | $4,465 | $3,549+25.8% | $2,914+53.2% | $5,850-23.7% |
| Admin fee / account holder | $2,122 | $5,876-63.9% | $4,310-50.8% | $11,596-81.7% |