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 | $149,800 | $118,849+26.0% | $96,562+55.1% | $167,490-10.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 30.66% | 50.49%-19.8pp | 37.78%-7.1pp | 478.56%-447.9pp |
| Employer contribution / active EE | $2,030 | $3,120-34.9% | $2,356-13.8% | $4,837-58.0% |
| Participant deferral / active EE | $7,352 | $4,616+59.3% | $3,849+91.0% | $6,341+15.9% |
| Admin fee / account holder | $4,799 | $8,065-40.5% | $6,181-22.4% | $12,309-61.0% |