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 | $122,156 | $112,096+9.0% | $95,952+27.3% | $158,922-23.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.70% | 171.09%-139.4pp | 91.61%-59.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $4,472 | $3,198+39.8% | $2,541+76.0% | $4,761-6.1% |
| Participant deferral / active EE | $9,076 | $4,784+89.7% | $4,167+117.8% | $5,982+51.7% |
| Admin fee / account holder | $3,844 | $10,130-62.1% | $6,795-43.4% | $11,246-65.8% |