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 | $168,632 | $93,024+81.3% | $77,024+118.9% | $134,475+25.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 35.81% | 62.60%-26.8pp | 42.32%-6.5pp | 417.96%-382.1pp |
| Employer contribution / active EE | $1,541 | $3,418-54.9% | $2,812-45.2% | $4,740-67.5% |
| Participant deferral / active EE | $1,858 | $5,238-64.5% | $4,426-58.0% | $6,400-71.0% |
| Admin fee / account holder | $2,381 | $6,944-65.7% | $5,425-56.1% | $11,426-79.2% |