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 | $187,020 | $83,337+124.4% | $67,834+175.7% | $273,961-31.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 31.44% | 259.45%-228.0pp | 138.47%-107.0pp | 41.45%-10.0pp |
| Employer contribution / active EE | $1,490 | $3,287-54.7% | $2,403-38.0% | $4,869-69.4% |
| Participant deferral / active EE | $10,155 | $4,088+148.4% | $3,160+221.4% | $5,287+92.1% |
| Admin fee / account holder | $4,086 | $6,752-39.5% | $4,622-11.6% | $10,132-59.7% |