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 | $197,555 | $96,635+104.4% | $86,612+128.1% | $139,434+41.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.31% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,577 | $3,263+9.6% | $3,022+18.4% | $4,751-24.7% |
| Participant deferral / active EE | $5,465 | $4,836+13.0% | $4,438+23.1% | $6,710-18.6% |
| Admin fee / account holder | $11,220 | $6,408+75.1% | $5,614+99.8% | $11,403-1.6% |