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 7-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 | $122,387 | $111,724+9.5% | $93,606+30.7% | $145,922-16.1% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 14.60% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,891 | $3,090+25.9% | $2,420+60.8% | $4,660-16.5% |
| Participant deferral / active EE | $10,411 | $4,912+112.0% | $4,411+136.0% | $6,688+55.7% |
| Admin fee / account holder | $13,374 | $10,250+30.5% | $8,285+61.4% | $13,397-0.2% |