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 | $141,486 | $227,553-37.8% | $189,557-25.4% | $167,490-15.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 14.86% | 78.40%-63.5pp | 64.17%-49.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $11,308 | $5,316+112.7% | $4,412+156.3% | $4,837+133.8% |
| Participant deferral / active EE | $10,400 | $7,002+48.5% | $6,174+68.5% | $6,341+64.0% |
| Admin fee / account holder | $83,075 | $11,878+599.4% | $9,807+747.1% | $12,309+574.9% |