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 | $118,963 | $112,881+5.4% | $90,951+30.8% | $158,922-25.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.56% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,832 | $2,893+309.0% | $2,122+457.6% | $4,761+148.5% |
| Participant deferral / active EE | $7,429 | $4,128+80.0% | $3,373+120.2% | $5,982+24.2% |
| Admin fee / account holder | $468 | $8,041-94.2% | $5,959-92.1% | $11,246-95.8% |