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 | $157,125 | $91,538+71.6% | $129,995+20.9% | $75,163+109.0% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 17.24% | -631.11%+648.4pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,140 | $2,845+80.6% | $4,320+19.0% | $2,670+92.5% |
| Participant deferral / active EE | $9,236 | $4,341+112.8% | $5,820+58.7% | $4,125+123.9% |
| Admin fee / account holder | $1,447 | $6,790-78.7% | $10,614-86.4% | $5,651-74.4% |