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 | $148,710 | $53,516+177.9% | $126,539+17.5% | $84,808+75.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.22% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $926 | $1,535-39.7% | $3,674-74.8% | $2,631-64.8% |
| Participant deferral / active EE | $4,892 | $2,671+83.2% | $4,083+19.8% | $4,212+16.1% |
| Admin fee / account holder | $49,665 | $4,497+1004.5% | $6,065+718.9% | $7,344+576.3% |