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 | $157,674 | $91,190+72.9% | $178,490-11.7% | $79,858+97.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.74% | 24.19%-8.5pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $9,744 | $3,256+199.3% | $5,011+94.5% | $2,471+294.4% |
| Participant deferral / active EE | $6,726 | $3,236+107.8% | $5,202+29.3% | $3,740+79.8% |
| Admin fee / account holder | $5,405 | $6,751-19.9% | $13,984-61.3% | $5,306+1.9% |