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 | $159,248 | $90,503+76.0% | $78,689+102.4% | $273,961-41.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.41% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,721 | $3,176-45.8% | $2,851-39.6% | $4,869-64.6% |
| Participant deferral / active EE | $8,000 | $3,901+105.1% | $3,517+127.5% | $5,287+51.3% |
| Admin fee / account holder | $1,907 | $5,263-63.8% | $4,510-57.7% | $10,132-81.2% |