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 | $198,812 | $100,773+97.3% | $88,946+123.5% | $142,382+39.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.77% | 70.18%-58.4pp | 57.82%-46.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,794 | $2,918+30.0% | $2,555+48.5% | $4,299-11.7% |
| Participant deferral / active EE | $10,061 | $5,230+92.4% | $4,581+119.6% | $6,507+54.6% |
| Admin fee / account holder | $6,058 | $9,693-37.5% | $8,261-26.7% | $12,624-52.0% |