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 | $148,248 | $115,770+28.1% | $101,248+46.4% | $158,922-6.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.64% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $18,901 | $4,175+352.8% | $3,660+416.5% | $4,761+297.0% |
| Participant deferral / active EE | $8,651 | $4,957+74.5% | $4,370+98.0% | $5,982+44.6% |
| Admin fee / account holder | $1,041 | $7,245-85.6% | $5,945-82.5% | $11,246-90.7% |