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 | $214,743 | $106,890+100.9% | $84,015+155.6% | $152,861+40.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.41% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,507 | $2,734-44.9% | $1,983-24.0% | $4,762-68.3% |
| Participant deferral / active EE | $7,507 | $4,011+87.2% | $3,239+131.8% | $5,850+28.3% |
| Admin fee / account holder | $16,519 | $8,285+99.4% | $6,101+170.8% | $11,596+42.5% |