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 | $118,062 | $158,398-25.5% | $126,539-6.7% | $142,382-17.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 19.92% | 593.76%-573.8pp | 425.95%-406.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,707 | $4,650+44.2% | $3,674+82.5% | $4,299+56.0% |
| Participant deferral / active EE | $7,126 | $4,767+49.5% | $4,083+74.5% | $6,507+9.5% |
| Admin fee / account holder | $22,148 | $6,918+220.1% | $6,065+265.2% | $12,624+75.4% |