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 | $149,502 | $197,591-24.3% | $177,821-15.9% | $158,922-5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.40% | 58.76%-44.4pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $8,317 | $6,697+24.2% | $5,918+40.5% | $4,761+74.7% |
| Participant deferral / active EE | $3,571 | $8,405-57.5% | $7,714-53.7% | $5,982-40.3% |
| Admin fee / account holder | $883 | $15,399-94.3% | $12,427-92.9% | $11,246-92.2% |