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 | $147,735 | $100,773+46.6% | $88,946+66.1% | $142,382+3.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.93% | 70.18%-58.2pp | 57.82%-45.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,274 | $2,918-22.1% | $2,555-11.0% | $4,299-47.1% |
| Participant deferral / active EE | $2,978 | $5,230-43.1% | $4,581-35.0% | $6,507-54.2% |
| Admin fee / account holder | $8,061 | $9,693-16.8% | $8,261-2.4% | $12,624-36.1% |