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 | $145,980 | $198,466-26.4% | $170,442-14.4% | $147,584-1.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.18% | 257.29%-245.1pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $11,534 | $6,184+86.5% | $5,433+112.3% | $4,876+136.5% |
| Participant deferral / active EE | $6,881 | $5,629+22.2% | $4,939+39.3% | $5,439+26.5% |
| Admin fee / account holder | $2,495 | $16,852-85.2% | $13,880-82.0% | $10,885-77.1% |