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 | $126,812 | $104,974+20.8% | $95,585+32.7% | $142,382-10.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.63% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $18,115 | $2,779+552.0% | $2,527+617.0% | $4,299+321.4% |
| Participant deferral / active EE | $3,990 | $4,352-8.3% | $4,023-0.8% | $6,507-38.7% |
| Admin fee / account holder | $1,267 | $6,386-80.2% | $6,127-79.3% | $12,624-90.0% |