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 | $144,716 | $118,849+21.8% | $96,562+49.9% | $167,490-13.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.16% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,450 | $3,120-21.5% | $2,356+3.9% | $4,837-49.4% |
| Participant deferral / active EE | $5,222 | $4,616+13.1% | $3,849+35.7% | $6,341-17.7% |
| Admin fee / account holder | $3,309 | $8,065-59.0% | $6,181-46.5% | $12,309-73.1% |