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 | $179,370 | $89,355+100.7% | $141,162+27.1% | $72,985+145.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.33% | 111.85%-85.5pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $28,004 | $3,114+799.2% | $4,735+491.4% | $2,440+1047.8% |
| Participant deferral / active EE | $8,246 | $5,418+52.2% | $6,709+22.9% | $3,607+128.6% |
| Admin fee / account holder | $1,068 | $5,958-82.1% | $10,261-89.6% | $5,124-79.2% |