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 | $152,268 | $109,327+39.3% | $89,391+70.3% | $158,922-4.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.30% | 345.68%-326.4pp | 245.62%-226.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $807 | $3,170-74.5% | $2,586-68.8% | $4,761-83.0% |
| Participant deferral / active EE | $10,441 | $4,598+127.1% | $3,890+168.4% | $5,982+74.5% |
| Admin fee / account holder | $805 | $6,153-86.9% | $4,881-83.5% | $11,246-92.8% |