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 | $142,219 | $30,400+367.8% | $53,898+163.9% | $84,808+67.7% |
| Participation rate | 87.1% | 46.4%+40.7pp | 55.0%+32.1pp | 68.3%+18.8pp |
| Annual return | 15.98% | 500.19%-484.2pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,234 | $603+436.6% | $932+247.0% | $2,631+22.9% |
| Participant deferral / active EE | $5,825 | $1,199+386.0% | $1,826+219.0% | $4,212+38.3% |
| Admin fee / account holder | $679 | $1,993-65.9% | $2,491-72.7% | $7,344-90.8% |