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 | $153,641 | $89,355+71.9% | $141,162+8.8% | $72,985+110.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.96% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $23,681 | $3,114+660.4% | $4,735+400.1% | $2,440+870.6% |
| Participant deferral / active EE | $5,908 | $5,418+9.0% | $6,709-11.9% | $3,607+63.8% |
| Admin fee / account holder | $786 | $5,958-86.8% | $10,261-92.3% | $5,124-84.7% |