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 | $188,016 | $74,888+151.1% | $71,209+164.0% | $142,382+32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.99% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,693 | $2,854-5.6% | $2,721-1.0% | $4,299-37.4% |
| Participant deferral / active EE | $4,299 | $4,454-3.5% | $4,175+3.0% | $6,507-33.9% |
| Admin fee / account holder | $11,507 | $5,568+106.6% | $5,349+115.1% | $12,624-8.8% |