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 | $182,949 | $115,770+58.0% | $101,248+80.7% | $158,922+15.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.20% | 56.14%-39.9pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $20,578 | $4,175+392.9% | $3,660+462.3% | $4,761+332.2% |
| Participant deferral / active EE | $11,743 | $4,957+136.9% | $4,370+168.7% | $5,982+96.3% |
| Admin fee / account holder | $884 | $7,245-87.8% | $5,945-85.1% | $11,246-92.1% |