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 | $130,473 | $115,770+12.7% | $101,248+28.9% | $158,922-17.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.19% | 56.14%-42.9pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,886 | $4,175-54.8% | $3,660-48.5% | $4,761-60.4% |
| Participant deferral / active EE | $4,339 | $4,957-12.5% | $4,370-0.7% | $5,982-27.5% |
| Admin fee / account holder | $22,410 | $7,245+209.3% | $5,945+276.9% | $11,246+99.3% |