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 | $190,867 | $100,773+89.4% | $88,946+114.6% | $142,382+34.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.05% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $23,949 | $2,918+720.8% | $2,555+837.4% | $4,299+457.1% |
| Participant deferral / active EE | $3,820 | $5,230-27.0% | $4,581-16.6% | $6,507-41.3% |
| Admin fee / account holder | $16,859 | $9,693+73.9% | $8,261+104.1% | $12,624+33.5% |