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 | $148,250 | $118,849+24.7% | $96,562+53.5% | $167,490-11.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.54% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,280 | $3,120-59.0% | $2,356-45.7% | $4,837-73.5% |
| Participant deferral / active EE | $2,203 | $4,616-52.3% | $3,849-42.8% | $6,341-65.3% |
| Admin fee / account holder | $97,269 | $8,065+1106.1% | $6,181+1473.7% | $12,309+690.2% |