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 | $155,210 | $95,561+62.4% | $77,163+101.1% | $139,434+11.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.96% | 54.92%-40.0pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,147 | $3,147+95.3% | $2,535+142.5% | $4,751+29.4% |
| Participant deferral / active EE | $12,288 | $4,624+165.8% | $3,833+220.6% | $6,710+83.1% |
| Admin fee / account holder | $914 | $8,295-89.0% | $5,472-83.3% | $11,403-92.0% |