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 | $166,936 | $106,890+56.2% | $84,015+98.7% | $152,861+9.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.44% | 104.99%-80.5pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,358 | $2,734-13.8% | $1,983+18.9% | $4,762-50.5% |
| Participant deferral / active EE | $8,158 | $4,011+103.4% | $3,239+151.9% | $5,850+39.5% |
| Admin fee / account holder | $2,050 | $8,285-75.3% | $6,101-66.4% | $11,596-82.3% |