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 | $200,474 | $126,574+58.4% | $106,213+88.7% | $145,922+37.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.98% | 224.79%-215.8pp | 116.14%-107.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $18,658 | $3,730+400.2% | $3,171+488.3% | $4,660+300.4% |
| Participant deferral / active EE | $11,530 | $5,724+101.4% | $5,016+129.9% | $6,688+72.4% |
| Admin fee / account holder | $540 | $17,304-96.9% | $11,033-95.1% | $13,397-96.0% |