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 | $213,245 | $118,849+79.4% | $96,562+120.8% | $167,490+27.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $19,417 | $3,120+522.4% | $2,356+724.0% | $4,837+301.4% |
| Participant deferral / active EE | $10,400 | $4,616+125.3% | $3,849+170.2% | $6,341+64.0% |
| Admin fee / account holder | $1,466 | $8,065-81.8% | $6,181-76.3% | $12,309-88.1% |