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 5-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 | $107,514 | $105,126+2.3% | $94,646+13.6% | $139,434-22.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.43% | 38.03%-10.6pp | 156.71%-129.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,096 | $4,106-73.3% | $3,672-70.2% | $4,751-76.9% |
| Participant deferral / active EE | $9,488 | $7,599+24.8% | $7,418+27.9% | $6,710+41.4% |
| Admin fee / account holder | $3,053 | $8,984-66.0% | $7,231-57.8% | $11,403-73.2% |