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 | $211,099 | $104,907+101.2% | $84,611+149.5% | $152,861+38.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.97% | 373.79%-358.8pp | 258.74%-243.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,461 | $3,302+4.8% | $2,652+30.5% | $4,762-27.3% |
| Participant deferral / active EE | $14,225 | $4,688+203.5% | $3,899+264.9% | $5,850+143.2% |
| Admin fee / account holder | $2,781 | $6,241-55.4% | $4,912-43.4% | $11,596-76.0% |