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 | $154,850 | $103,376+49.8% | $87,100+77.8% | $152,861+1.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 73.74% | 28.10%+45.6pp | 28.19%+45.6pp | 345.32%-271.6pp |
| Employer contribution / active EE | $4,253 | $3,220+32.1% | $2,521+68.7% | $4,762-10.7% |
| Participant deferral / active EE | $3,846 | $4,778-19.5% | $4,049-5.0% | $5,850-34.3% |
| Admin fee / account holder | $2,386 | $12,205-80.4% | $7,497-68.2% | $11,596-79.4% |