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 8-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 | $147,078 | $104,974+40.1% | $95,585+53.9% | $142,382+3.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.44% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,362 | $2,779+93.0% | $2,527+112.2% | $4,299+24.7% |
| Participant deferral / active EE | $4,604 | $4,352+5.8% | $4,023+14.5% | $6,507-29.2% |
| Admin fee / account holder | $2,030 | $6,386-68.2% | $6,127-66.9% | $12,624-83.9% |