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 | $93,151 | $84,696+10.0% | $75,696+23.1% | $167,490-44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.49% | 199.36%-184.9pp | 104.53%-90.0pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,427 | $3,230+6.1% | $2,743+25.0% | $4,837-29.2% |
| Participant deferral / active EE | $12,083 | $4,580+163.8% | $3,821+216.2% | $6,341+90.5% |
| Admin fee / account holder | $8,185 | $5,355+52.8% | $3,619+126.2% | $12,309-33.5% |