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 | $156,020 | $104,974+48.6% | $95,585+63.2% | $142,382+9.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.81% | 210.33%-190.5pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,846 | $2,779-33.5% | $2,527-26.9% | $4,299-57.1% |
| Participant deferral / active EE | $8,451 | $4,352+94.2% | $4,023+110.1% | $6,507+29.9% |
| Admin fee / account holder | $2,093 | $6,386-67.2% | $6,127-65.8% | $12,624-83.4% |