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 | $157,014 | $69,207+126.9% | $64,056+145.1% | $139,434+12.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.88% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,063 | $3,182+90.5% | $2,747+120.8% | $4,751+27.6% |
| Participant deferral / active EE | $3,185 | $4,682-32.0% | $3,880-17.9% | $6,710-52.5% |
| Admin fee / account holder | $3,340 | $4,244-21.3% | $3,068+8.8% | $11,403-70.7% |