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 | $216,795 | $106,890+102.8% | $84,015+158.0% | $152,861+41.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.94% | 104.99%-88.0pp | 71.31%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $5,639 | $2,734+106.2% | $1,983+184.3% | $4,762+18.4% |
| Participant deferral / active EE | $1,371 | $4,011-65.8% | $3,239-57.7% | $5,850-76.6% |
| Admin fee / account holder | $10,464 | $8,285+26.3% | $6,101+71.5% | $11,596-9.8% |