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 | $172,895 | $226,064-23.5% | $182,532-5.3% | $152,861+13.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.80% | 192.51%-170.7pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,209 | $4,978-55.6% | $4,076-45.8% | $4,762-53.6% |
| Participant deferral / active EE | $11,080 | $6,368+74.0% | $5,524+100.6% | $5,850+89.4% |
| Admin fee / account holder | $671 | $10,703-93.7% | $8,592-92.2% | $11,596-94.2% |