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 | $232,061 | $133,922+73.3% | $116,228+99.7% | $142,382+63.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.42% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,223 | $3,446-35.5% | $2,994-25.8% | $4,299-48.3% |
| Participant deferral / active EE | $8,625 | $5,672+52.1% | $4,953+74.1% | $6,507+32.5% |
| Admin fee / account holder | $11,196 | $14,945-25.1% | $11,989-6.6% | $12,624-11.3% |