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 | $192,013 | $108,919+76.3% | $100,391+91.3% | $145,922+31.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,776 | $4,419-37.2% | $3,942-29.6% | $4,660-40.4% |
| Participant deferral / active EE | $10,856 | $8,445+28.5% | $8,082+34.3% | $6,688+62.3% |
| Admin fee / account holder | $2,988 | $9,689-69.2% | $7,899-62.2% | $13,397-77.7% |