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 | $200,995 | $112,096+79.3% | $95,952+109.5% | $158,922+26.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.34% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,727 | $3,198-14.7% | $2,541+7.3% | $4,761-42.7% |
| Participant deferral / active EE | $11,720 | $4,784+145.0% | $4,167+181.3% | $5,982+95.9% |
| Admin fee / account holder | $16,360 | $10,130+61.5% | $6,795+140.7% | $11,246+45.5% |