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 | $147,839 | $95,416+54.9% | $185,823-20.4% | $85,850+72.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.32% | 23.59%-6.3pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $5,340 | $3,314+61.2% | $5,167+3.3% | $2,565+108.2% |
| Participant deferral / active EE | $3,981 | $3,423+16.3% | $5,568-28.5% | $3,952+0.7% |
| Admin fee / account holder | $604 | $7,213-91.6% | $16,237-96.3% | $6,260-90.4% |