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 | $148,289 | $104,974+41.3% | $95,585+55.1% | $142,382+4.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.10% | 210.33%-198.2pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,128 | $2,779-59.4% | $2,527-55.4% | $4,299-73.8% |
| Participant deferral / active EE | $6,360 | $4,352+46.1% | $4,023+58.1% | $6,507-2.3% |
| Admin fee / account holder | $18,911 | $6,386+196.1% | $6,127+208.6% | $12,624+49.8% |