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 | $143,279 | $155,788-8.0% | $124,672+14.9% | $167,490-14.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.34% | 17.97%-3.6pp | 5142.93%-5128.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,326 | $4,163-44.1% | $3,324-30.0% | $4,837-51.9% |
| Participant deferral / active EE | $3,957 | $5,673-30.3% | $4,614-14.2% | $6,341-37.6% |
| Admin fee / account holder | $32,572 | $9,531+241.8% | $7,493+334.7% | $12,309+164.6% |