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 | $173,507 | $81,632+112.5% | $70,449+146.3% | $158,922+9.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.98% | 208.40%-198.4pp | 109.03%-99.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,078 | $3,217-35.4% | $2,737-24.1% | $4,761-56.4% |
| Participant deferral / active EE | $7,271 | $4,554+59.7% | $3,709+96.1% | $5,982+21.5% |
| Admin fee / account holder | $64,945 | $6,193+948.8% | $3,845+1589.0% | $11,246+477.5% |