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 | $197,531 | $106,890+84.8% | $84,015+135.1% | $152,861+29.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.15% | 104.99%-84.8pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,139 | $2,734+87.9% | $1,983+159.1% | $4,762+7.9% |
| Participant deferral / active EE | $10,745 | $4,011+167.9% | $3,239+231.8% | $5,850+83.7% |
| Admin fee / account holder | $383 | $8,285-95.4% | $6,101-93.7% | $11,596-96.7% |