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 | $121,358 | $112,881+7.5% | $90,951+33.4% | $158,922-23.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.64% | 215.79%-199.2pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,148 | $2,893+8.8% | $2,122+48.4% | $4,761-33.9% |
| Participant deferral / active EE | $9,333 | $4,128+126.1% | $3,373+176.7% | $5,982+56.0% |
| Admin fee / account holder | $887 | $8,041-89.0% | $5,959-85.1% | $11,246-92.1% |