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 | $118,167 | $106,890+10.5% | $84,015+40.6% | $152,861-22.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.79% | 104.99%-91.2pp | 71.31%-57.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,609 | $2,734-41.2% | $1,983-18.9% | $4,762-66.2% |
| Participant deferral / active EE | $4,013 | $4,0110% | $3,239+23.9% | $5,850-31.4% |
| Admin fee / account holder | $623 | $8,285-92.5% | $6,101-89.8% | $11,596-94.6% |