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 | $179,061 | $154,117+16.2% | $129,995+37.7% | $139,434+28.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 32.48%-20.9pp | -137.18%+148.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,936 | $5,289-63.4% | $4,320-55.2% | $4,751-59.2% |
| Participant deferral / active EE | $5,906 | $6,710-12.0% | $5,820+1.5% | $6,710-12.0% |
| Admin fee / account holder | $7,729 | $14,007-44.8% | $10,614-27.2% | $11,403-32.2% |