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 | $202,695 | $118,680+70.8% | $98,907+104.9% | $158,922+27.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.05% | 372.35%-352.3pp | 196.43%-176.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $16,390 | $3,333+391.8% | $2,689+509.5% | $4,761+244.2% |
| Participant deferral / active EE | $11,046 | $5,088+117.1% | $4,244+160.3% | $5,982+84.7% |
| Admin fee / account holder | $4,437 | $10,131-56.2% | $6,642-33.2% | $11,246-60.5% |