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 | $100,790 | $107,334-6.1% | $92,893+8.5% | $152,861-34.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.45% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,000 | $4,221+18.5% | $3,653+36.9% | $4,762+5.0% |
| Participant deferral / active EE | $8,544 | $4,845+76.4% | $4,236+101.7% | $5,850+46.1% |
| Admin fee / account holder | $4,795 | $7,079-32.3% | $5,794-17.2% | $11,596-58.7% |