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 | $164,590 | $107,334+53.3% | $92,893+77.2% | $152,861+7.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.81% | 145.58%-117.8pp | 109.41%-81.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,588 | $4,221-38.7% | $3,653-29.1% | $4,762-45.6% |
| Participant deferral / active EE | $2,871 | $4,845-40.7% | $4,236-32.2% | $5,850-50.9% |
| Admin fee / account holder | $1,996 | $7,079-71.8% | $5,794-65.5% | $11,596-82.8% |