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 | $181,183 | $112,096+61.6% | $95,952+88.8% | $158,922+14.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.85% | 171.09%-164.2pp | 91.61%-84.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,633 | $3,198+76.1% | $2,541+121.7% | $4,761+18.3% |
| Participant deferral / active EE | $6,813 | $4,784+42.4% | $4,167+63.5% | $5,982+13.9% |
| Admin fee / account holder | $1,002 | $10,130-90.1% | $6,795-85.3% | $11,246-91.1% |