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 | $150,850 | $115,770+30.3% | $101,248+49.0% | $158,922-5.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.45% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,814 | $4,175-32.6% | $3,660-23.1% | $4,761-40.9% |
| Participant deferral / active EE | $5,633 | $4,957+13.6% | $4,370+28.9% | $5,982-5.8% |
| Admin fee / account holder | $560 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |