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 | $125,026 | $112,096+11.5% | $95,952+30.3% | $158,922-21.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $9,695 | $3,198+203.2% | $2,541+281.6% | $4,761+103.6% |
| Participant deferral / active EE | $11,220 | $4,784+134.5% | $4,167+169.3% | $5,982+87.6% |
| Admin fee / account holder | $21,385 | $10,130+111.1% | $6,795+214.7% | $11,246+90.2% |