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 | $215,643 | $121,625+77.3% | $104,607+106.1% | $158,922+35.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.69% | 465.26%-455.6pp | 340.46%-330.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,077 | $3,163+28.9% | $2,681+52.1% | $4,761-14.4% |
| Participant deferral / active EE | $17,433 | $4,177+317.3% | $3,740+366.2% | $5,982+191.4% |
| Admin fee / account holder | $1,481 | $7,787-81.0% | $6,473-77.1% | $11,246-86.8% |