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 | $203,532 | $157,256+29.4% | $141,162+44.2% | $152,861+33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.86% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $4,150 | $5,261-21.1% | $4,735-12.4% | $4,762-12.9% |
| Participant deferral / active EE | $10,107 | $7,109+42.2% | $6,709+50.6% | $5,850+72.8% |
| Admin fee / account holder | $1,772 | $12,120-85.4% | $10,261-82.7% | $11,596-84.7% |