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 | $140,598 | $69,207+103.2% | $64,056+119.5% | $139,434+0.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.79% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $10,860 | $3,182+241.3% | $2,747+295.4% | $4,751+128.6% |
| Participant deferral / active EE | $7,401 | $4,682+58.1% | $3,880+90.7% | $6,710+10.3% |
| Admin fee / account holder | $11,870 | $4,244+179.7% | $3,068+286.9% | $11,403+4.1% |