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 | $161,386 | $95,416+69.1% | $185,823-13.2% | $85,850+88.0% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 17.57% | 23.59%-6.0pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,449 | $3,423+59.2% | $5,568-2.1% | $3,952+37.9% |
| Admin fee / account holder | $61,933 | $7,213+758.7% | $16,237+281.4% | $6,260+889.4% |