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 5-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 | $183,852 | $100,773+82.4% | $88,946+106.7% | $142,382+29.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.71% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,421 | $2,918+17.2% | $2,555+33.9% | $4,299-20.4% |
| Participant deferral / active EE | $12,908 | $5,230+146.8% | $4,581+181.7% | $6,507+98.4% |
| Admin fee / account holder | $2,012 | $9,693-79.2% | $8,261-75.6% | $12,624-84.1% |