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 | $150,392 | $99,652+50.9% | $78,778+90.9% | $147,584+1.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.89% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,472 | $2,796-47.4% | $1,986-25.9% | $4,876-69.8% |
| Participant deferral / active EE | $7,782 | $3,664+112.4% | $2,958+163.1% | $5,439+43.1% |
| Admin fee / account holder | $4,198 | $7,155-41.3% | $5,134-18.2% | $10,885-61.4% |