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 | $158,071 | $133,922+18.0% | $116,228+36.0% | $142,382+11.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.95% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,645 | $3,446+34.8% | $2,994+55.1% | $4,299+8.0% |
| Participant deferral / active EE | $9,605 | $5,672+69.3% | $4,953+93.9% | $6,507+47.6% |
| Admin fee / account holder | $2,438 | $14,945-83.7% | $11,989-79.7% | $12,624-80.7% |