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 | $196,903 | $95,561+106.1% | $77,163+155.2% | $139,434+41.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.91% | 54.92%-38.0pp | 37.87%-21.0pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,607 | $3,147-49.0% | $2,535-36.6% | $4,751-66.2% |
| Participant deferral / active EE | $9,957 | $4,624+115.4% | $3,833+159.8% | $6,710+48.4% |
| Admin fee / account holder | $11,802 | $8,295+42.3% | $5,472+115.7% | $11,403+3.5% |