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 | $147,823 | $63,861+131.5% | $104,607+41.3% | $79,858+85.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 24.27% | 21.30%+3.0pp | 340.46%-316.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $625 | $1,588-60.6% | $2,681-76.7% | $2,471-74.7% |
| Participant deferral / active EE | $6,592 | $2,693+144.7% | $3,740+76.3% | $3,740+76.3% |
| Admin fee / account holder | $937 | $4,185-77.6% | $6,473-85.5% | $5,306-82.3% |