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 | $241,916 | $102,616+135.7% | $81,983+195.1% | $158,922+52.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.79% | 61.04%-47.3pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $12,000 | $3,240+270.4% | $2,498+380.4% | $4,761+152.0% |
| Participant deferral / active EE | $3,523 | $4,648-24.2% | $3,722-5.3% | $5,982-41.1% |
| Admin fee / account holder | $5,714 | $8,235-30.6% | $5,664+0.9% | $11,246-49.2% |