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 | $203,248 | $107,934+88.3% | $91,989+120.9% | $152,861+33.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.51% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,586 | $4,210-38.6% | $3,452-25.1% | $4,762-45.7% |
| Participant deferral / active EE | $8,495 | $6,364+33.5% | $5,923+43.4% | $5,850+45.2% |
| Admin fee / account holder | $636 | $10,520-94.0% | $7,743-91.8% | $11,596-94.5% |