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 | $154,321 | $70,669+118.4% | $169,368-8.9% | $75,163+105.3% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.1%+12.9pp | 67.2%+22.8pp |
| Annual return | 17.98% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,063 | $2,211+38.6% | $4,013-23.7% | $2,670+14.7% |
| Participant deferral / active EE | $9,321 | $4,311+116.2% | $6,221+49.8% | $4,125+126.0% |
| Admin fee / account holder | $36,993 | $5,402+584.8% | $9,003+310.9% | $5,651+554.6% |