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 | $139,128 | $165,335-15.9% | $149,696-7.1% | $158,922-12.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.11% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $10,429 | $5,103+104.4% | $4,644+124.5% | $4,761+119.0% |
| Participant deferral / active EE | $12,909 | $7,181+79.8% | $6,842+88.7% | $5,982+115.8% |
| Admin fee / account holder | $96,128 | $10,807+789.5% | $9,309+932.7% | $11,246+754.8% |