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 | $150,474 | $155,788-3.4% | $124,672+20.7% | $167,490-10.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.58% | 17.97%-7.4pp | 5142.93%-5132.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,556 | $4,163+9.4% | $3,324+37.1% | $4,837-5.8% |
| Participant deferral / active EE | $6,325 | $5,673+11.5% | $4,614+37.1% | $6,341-0.3% |
| Admin fee / account holder | $24,371 | $9,531+155.7% | $7,493+225.3% | $12,309+98.0% |