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 | $153,970 | $118,680+29.7% | $98,907+55.7% | $158,922-3.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.80% | 372.35%-359.6pp | 196.43%-183.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $11,155 | $3,333+234.7% | $2,689+314.9% | $4,761+134.3% |
| Participant deferral / active EE | $4,773 | $5,088-6.2% | $4,244+12.5% | $5,982-20.2% |
| Admin fee / account holder | $1,081 | $10,131-89.3% | $6,642-83.7% | $11,246-90.4% |