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 | $175,369 | $118,680+47.8% | $98,907+77.3% | $158,922+10.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.30% | 372.35%-358.0pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,358 | $3,333-59.3% | $2,689-49.5% | $4,761-71.5% |
| Participant deferral / active EE | $3,755 | $5,088-26.2% | $4,244-11.5% | $5,982-37.2% |
| Admin fee / account holder | $19,342 | $10,131+90.9% | $6,642+191.2% | $11,246+72.0% |