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 | $192,446 | $112,096+71.7% | $95,952+100.6% | $158,922+21.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.27% | 171.09%-147.8pp | 91.61%-68.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $6,265 | $3,198+95.9% | $2,541+146.6% | $4,761+31.6% |
| Participant deferral / active EE | $13,569 | $4,784+183.6% | $4,167+225.6% | $5,982+126.8% |
| Admin fee / account holder | $28,779 | $10,130+184.1% | $6,795+323.5% | $11,246+155.9% |