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 | $195,018 | $115,770+68.5% | $101,248+92.6% | $158,922+22.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.04% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,332 | $4,175-44.1% | $3,660-36.3% | $4,761-51.0% |
| Participant deferral / active EE | $4,877 | $4,957-1.6% | $4,370+11.6% | $5,982-18.5% |
| Admin fee / account holder | $2,055 | $7,245-71.6% | $5,945-65.4% | $11,246-81.7% |