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 | $160,978 | $112,096+43.6% | $95,952+67.8% | $158,922+1.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.29% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $21,939 | $3,198+586.0% | $2,541+763.4% | $4,761+360.8% |
| Participant deferral / active EE | $9,730 | $4,784+103.4% | $4,167+133.5% | $5,982+62.6% |
| Admin fee / account holder | $2,466 | $10,130-75.7% | $6,795-63.7% | $11,246-78.1% |