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 | $239,912 | $102,966+133.0% | $90,281+165.7% | $152,861+56.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.02% | 95.16%-58.1pp | 78.10%-41.1pp | 345.32%-308.3pp |
| Employer contribution / active EE | $13,209 | $3,139+320.8% | $2,854+362.8% | $4,762+177.4% |
| Participant deferral / active EE | $11,558 | $4,281+170.0% | $3,885+197.5% | $5,850+97.6% |
| Admin fee / account holder | $2,793 | $6,171-54.7% | $5,351-47.8% | $11,596-75.9% |