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 | $129,959 | $217,402-40.2% | $185,823-30.1% | $167,490-22.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.37% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $9,037 | $5,873+53.9% | $5,167+74.9% | $4,837+86.8% |
| Participant deferral / active EE | $8,655 | $6,356+36.2% | $5,568+55.5% | $6,341+36.5% |
| Admin fee / account holder | $21,631 | $19,811+9.2% | $16,237+33.2% | $12,309+75.7% |