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 | $108,842 | $198,466-45.2% | $170,442-36.1% | $147,584-26.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.89% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $8,739 | $6,184+41.3% | $5,433+60.9% | $4,876+79.2% |
| Participant deferral / active EE | $6,398 | $5,629+13.6% | $4,939+29.5% | $5,439+17.6% |
| Admin fee / account holder | $765 | $16,852-95.5% | $13,880-94.5% | $10,885-93.0% |