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 | $168,765 | $84,149+100.6% | $76,080+121.8% | $167,490+0.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 10.96% | 54.99%-44.0pp | 42.50%-31.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,613 | $4,618+64.9% | $3,962+92.2% | $4,837+57.4% |
| Participant deferral / active EE | $7,703 | $5,796+32.9% | $4,905+57.0% | $6,341+21.5% |
| Admin fee / account holder | $5,751 | $6,410-10.3% | $4,883+17.8% | $12,309-53.3% |