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 | $148,893 | $100,041+48.8% | $149,718-0.6% | $70,131+112.3% |
| Participation rate | 83.6% | 83.6%0pp | 87.1%-3.5pp | 69.5%+14.1pp |
| Annual return | 23.25% | 27.43%-4.2pp | 1501.63%-1478.4pp | 73.14%-49.9pp |
| Employer contribution / active EE | $8,834 | $3,662+141.3% | $5,445+62.2% | $2,342+277.1% |
| Participant deferral / active EE | $12,124 | $4,983+143.3% | $6,569+84.6% | $3,332+263.9% |
| Admin fee / account holder | $7,442 | $8,286-10.2% | $11,283-34.0% | $4,645+60.2% |