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 | $153,342 | $158,398-3.2% | $126,539+21.2% | $142,382+7.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 16.10% | 593.76%-577.7pp | 425.95%-409.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,000 | $4,650-35.5% | $3,674-18.3% | $4,299-30.2% |
| Participant deferral / active EE | $9,910 | $4,767+107.9% | $4,083+142.7% | $6,507+52.3% |
| Admin fee / account holder | $2,602 | $6,918-62.4% | $6,065-57.1% | $12,624-79.4% |