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 | $124,099 | $112,881+9.9% | $90,951+36.4% | $158,922-21.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.75% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,119 | $2,893-26.8% | $2,122-0.1% | $4,761-55.5% |
| Participant deferral / active EE | $5,228 | $4,128+26.7% | $3,373+55.0% | $5,982-12.6% |
| Admin fee / account holder | $17,889 | $8,041+122.5% | $5,959+200.2% | $11,246+59.1% |