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 | $228,296 | $115,770+97.2% | $101,248+125.5% | $158,922+43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.11% | 56.14%-48.0pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,063 | $4,175-26.6% | $3,660-16.3% | $4,761-35.7% |
| Participant deferral / active EE | $7,520 | $4,957+51.7% | $4,370+72.1% | $5,982+25.7% |
| Admin fee / account holder | $842 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |