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 | $171,587 | $118,680+44.6% | $98,907+73.5% | $158,922+8.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.27% | 372.35%-357.1pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $6,978 | $3,333+109.4% | $2,689+159.5% | $4,761+46.6% |
| Participant deferral / active EE | $5,248 | $5,088+3.1% | $4,244+23.6% | $5,982-12.3% |
| Admin fee / account holder | $4,291 | $10,131-57.6% | $6,642-35.4% | $11,246-61.8% |