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 | $203,359 | $115,770+75.7% | $101,248+100.9% | $158,922+28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.96% | 56.14%-48.2pp | 46.47%-38.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $9,439 | $4,175+126.1% | $3,660+157.9% | $4,761+98.3% |
| Participant deferral / active EE | $10,541 | $4,957+112.6% | $4,370+141.2% | $5,982+76.2% |
| Admin fee / account holder | $1,575 | $7,245-78.3% | $5,945-73.5% | $11,246-86.0% |