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 | $210,970 | $106,890+97.4% | $84,015+151.1% | $152,861+38.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.86% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,769 | $2,734+1.3% | $1,983+39.6% | $4,762-41.9% |
| Participant deferral / active EE | $6,065 | $4,011+51.2% | $3,239+87.3% | $5,850+3.7% |
| Admin fee / account holder | $1,053 | $8,285-87.3% | $6,101-82.7% | $11,596-90.9% |