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 | $205,688 | $53,127+287.2% | $86,590+137.5% | $70,131+193.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.75% | 27.66%-11.9pp | 964.84%-949.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $9,055 | $2,068+337.8% | $2,839+218.9% | $2,342+286.6% |
| Participant deferral / active EE | $11,040 | $2,696+309.5% | $3,609+205.9% | $3,332+231.4% |
| Admin fee / account holder | $303 | $3,585-91.6% | $4,906-93.8% | $4,645-93.5% |