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 | $193,859 | $102,966+88.3% | $90,281+114.7% | $152,861+26.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.56% | 95.16%-69.6pp | 78.10%-52.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,451 | $3,139+9.9% | $2,854+20.9% | $4,762-27.5% |
| Participant deferral / active EE | $11,732 | $4,281+174.0% | $3,885+201.9% | $5,850+100.5% |
| Admin fee / account holder | $1,305 | $6,171-78.9% | $5,351-75.6% | $11,596-88.7% |