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 | $198,908 | $107,334+85.3% | $92,893+114.1% | $152,861+30.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.04% | 145.58%-122.5pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $10,672 | $4,221+152.8% | $3,653+192.2% | $4,762+124.1% |
| Participant deferral / active EE | $2,987 | $4,845-38.4% | $4,236-29.5% | $5,850-48.9% |
| Admin fee / account holder | $4,443 | $7,079-37.2% | $5,794-23.3% | $11,596-61.7% |