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 | $177,568 | $107,934+64.5% | $91,989+93.0% | $152,861+16.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.67% | 89.24%-67.6pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $10,751 | $4,210+155.4% | $3,452+211.4% | $4,762+125.7% |
| Participant deferral / active EE | $13,917 | $6,364+118.7% | $5,923+135.0% | $5,850+137.9% |
| Admin fee / account holder | $914 | $10,520-91.3% | $7,743-88.2% | $11,596-92.1% |