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 | $122,731 | $96,484+27.2% | $75,886+61.7% | $152,861-19.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.71% | 33.98%-10.3pp | 30.76%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $6,164 | $3,309+86.2% | $2,500+146.5% | $4,762+29.4% |
| Participant deferral / active EE | $10,939 | $4,553+140.3% | $3,603+203.6% | $5,850+87.0% |
| Admin fee / account holder | $902 | $8,078-88.8% | $5,418-83.4% | $11,596-92.2% |