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 | $154,831 | $157,256-1.5% | $141,162+9.7% | $152,861+1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.60% | 64.32%-32.7pp | 71.39%-39.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $2,527 | $5,261-52.0% | $4,735-46.6% | $4,762-46.9% |
| Participant deferral / active EE | $10,679 | $7,109+50.2% | $6,709+59.2% | $5,850+82.5% |
| Admin fee / account holder | $4,783 | $12,120-60.5% | $10,261-53.4% | $11,596-58.8% |