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 | $223,631 | $90,348+147.5% | $75,972+194.4% | $145,922+53.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,587 | $3,311-21.9% | $2,685-3.7% | $4,660-44.5% |
| Participant deferral / active EE | $5,852 | $5,162+13.4% | $4,255+37.5% | $6,688-12.5% |
| Admin fee / account holder | $970 | $8,467-88.5% | $6,467-85.0% | $13,397-92.8% |