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 | $150,511 | $105,126+43.2% | $94,646+59.0% | $139,434+7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.23% | 38.03%-16.8pp | 156.71%-135.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $18,377 | $4,106+347.6% | $3,672+400.4% | $4,751+286.8% |
| Participant deferral / active EE | $10,552 | $7,599+38.8% | $7,418+42.2% | $6,710+57.2% |
| Admin fee / account holder | $952 | $8,984-89.4% | $7,231-86.8% | $11,403-91.7% |