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 | $91,284 | $226,064-59.6% | $182,532-50.0% | $152,861-40.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.03% | 192.51%-175.5pp | 148.54%-131.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,246 | $4,978+5.4% | $4,076+28.7% | $4,762+10.2% |
| Participant deferral / active EE | $25,508 | $6,368+300.6% | $5,524+361.7% | $5,850+336.0% |
| Admin fee / account holder | $17,048 | $10,703+59.3% | $8,592+98.4% | $11,596+47.0% |