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 | $213,324 | $106,890+99.6% | $84,015+153.9% | $152,861+39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.85% | 104.99%-78.1pp | 71.31%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,839 | $2,734+40.4% | $1,983+93.5% | $4,762-19.4% |
| Participant deferral / active EE | $3,904 | $4,011-2.7% | $3,239+20.5% | $5,850-33.3% |
| Admin fee / account holder | $13,623 | $8,285+64.4% | $6,101+123.3% | $11,596+17.5% |