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 | $164,960 | $112,096+47.2% | $95,952+71.9% | $158,922+3.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.94% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,160 | $3,198-1.2% | $2,541+24.3% | $4,761-33.6% |
| Participant deferral / active EE | $11,755 | $4,784+145.7% | $4,167+182.1% | $5,982+96.5% |
| Admin fee / account holder | $2,341 | $10,130-76.9% | $6,795-65.6% | $11,246-79.2% |