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 | $18,198 | $108,919-83.3% | $100,391-81.9% | $145,922-87.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 25.69% | 57.88%-32.2pp | 49.20%-23.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $15,850 | $4,419+258.7% | $3,942+302.1% | $4,660+240.2% |
| Participant deferral / active EE | $3,733 | $8,445-55.8% | $8,082-53.8% | $6,688-44.2% |
| Admin fee / account holder | $11,864 | $9,689+22.5% | $7,899+50.2% | $13,397-11.4% |