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 | $169,987 | $102,966+65.1% | $90,281+88.3% | $152,861+11.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.56% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,568 | $3,139+109.3% | $2,854+130.1% | $4,762+37.9% |
| Participant deferral / active EE | $8,522 | $4,281+99.0% | $3,885+119.3% | $5,850+45.7% |
| Admin fee / account holder | $42,936 | $6,171+595.8% | $5,351+702.4% | $11,596+270.3% |