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 | $140,456 | $95,561+47.0% | $77,163+82.0% | $139,434+0.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.23% | 54.92%-34.7pp | 37.87%-17.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,849 | $3,147-41.3% | $2,535-27.1% | $4,751-61.1% |
| Participant deferral / active EE | $2,578 | $4,624-44.2% | $3,833-32.7% | $6,710-61.6% |
| Admin fee / account holder | $919 | $8,295-88.9% | $5,472-83.2% | $11,403-91.9% |