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 | $151,951 | $107,334+41.6% | $92,893+63.6% | $152,861-0.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.57% | 145.58%-132.0pp | 109.41%-95.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,717 | $4,221-59.3% | $3,653-53.0% | $4,762-63.9% |
| Participant deferral / active EE | $4,643 | $4,845-4.2% | $4,236+9.6% | $5,850-20.6% |
| Admin fee / account holder | $12,528 | $7,079+77.0% | $5,794+116.2% | $11,596+8.0% |