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 | $166,134 | $183,519-9.5% | $155,509+6.8% | $145,922+13.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.05% | 61.17%-35.1pp | 64.67%-38.6pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,951 | $5,313-44.4% | $4,672-36.8% | $4,660-36.7% |
| Participant deferral / active EE | $9,928 | $6,462+53.6% | $5,626+76.5% | $6,688+48.5% |
| Admin fee / account holder | $5,251 | $19,313-72.8% | $15,912-67.0% | $13,397-60.8% |