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 | $147,384 | $183,519-19.7% | $155,509-5.2% | $145,922+1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $7,236 | $5,313+36.2% | $4,672+54.9% | $4,660+55.3% |
| Participant deferral / active EE | $5,055 | $6,462-21.8% | $5,626-10.1% | $6,688-24.4% |
| Admin fee / account holder | $1,269 | $19,313-93.4% | $15,912-92.0% | $13,397-90.5% |