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 | $131,688 | $105,181+25.2% | $159,436-17.4% | $85,850+53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.92% | 45.07%-25.1pp | 263.57%-243.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $6,484 | $3,318+95.4% | $4,829+34.3% | $2,565+152.8% |
| Participant deferral / active EE | $6,861 | $5,945+15.4% | $7,352-6.7% | $3,952+73.6% |
| Admin fee / account holder | $5,044 | $6,933-27.3% | $10,799-53.3% | $6,260-19.4% |