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 | $145,600 | $115,770+25.8% | $101,248+43.8% | $158,922-8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $10,744 | $4,175+157.4% | $3,660+193.6% | $4,761+125.7% |
| Participant deferral / active EE | $6,948 | $4,957+40.2% | $4,370+59.0% | $5,982+16.1% |
| Admin fee / account holder | $1,070 | $7,245-85.2% | $5,945-82.0% | $11,246-90.5% |