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 | $249,226 | $81,632+205.3% | $70,449+253.8% | $158,922+56.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.79% | 208.40%-190.6pp | 109.03%-91.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $13,414 | $3,217+317.0% | $2,737+390.2% | $4,761+181.7% |
| Participant deferral / active EE | $17,448 | $4,554+283.1% | $3,709+370.5% | $5,982+191.7% |
| Admin fee / account holder | $2,334 | $6,193-62.3% | $3,845-39.3% | $11,246-79.2% |