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 | $152,105 | $54,705+178.0% | $71,209+113.6% | $84,808+79.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.68% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,343 | $2,158+240.3% | $2,721+169.9% | $2,631+179.1% |
| Participant deferral / active EE | $8,528 | $3,030+181.4% | $4,175+104.3% | $4,212+102.5% |
| Admin fee / account holder | $25,937 | $4,863+433.3% | $5,349+384.9% | $7,344+253.2% |