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 | $230,401 | $203,436+13.3% | $152,466+51.1% | $167,490+37.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.68% | 13.80%-2.1pp | 757.33%-745.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,855 | $5,220-45.3% | $4,327-34.0% | $4,837-41.0% |
| Participant deferral / active EE | $14,333 | $6,716+113.4% | $5,820+146.2% | $6,341+126.0% |
| Admin fee / account holder | $8,203 | $22,506-63.6% | $15,805-48.1% | $12,309-33.4% |