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 | $181,120 | $112,096+61.6% | $95,952+88.8% | $158,922+14.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.86% | 171.09%-157.2pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $9,859 | $3,198+208.3% | $2,541+288.0% | $4,761+107.1% |
| Participant deferral / active EE | $1,912 | $4,784-60.0% | $4,167-54.1% | $5,982-68.0% |
| Admin fee / account holder | $434 | $10,130-95.7% | $6,795-93.6% | $11,246-96.1% |