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 | $164,126 | $69,207+137.2% | $64,056+156.2% | $139,434+17.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 45.88%-34.1pp | 33.69%-21.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $43,010 | $3,182+1251.6% | $2,747+1466.0% | $4,751+805.3% |
| Participant deferral / active EE | $29,575 | $4,682+531.7% | $3,880+662.2% | $6,710+340.7% |
| Admin fee / account holder | $1,399 | $4,244-67.0% | $3,068-54.4% | $11,403-87.7% |