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 | $173,242 | $121,625+42.4% | $104,607+65.6% | $158,922+9.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.70% | 465.26%-454.6pp | 340.46%-329.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,016 | $3,163-4.6% | $2,681+12.5% | $4,761-36.6% |
| Participant deferral / active EE | $7,464 | $4,177+78.7% | $3,740+99.6% | $5,982+24.8% |
| Admin fee / account holder | $1,097 | $7,787-85.9% | $6,473-83.1% | $11,246-90.2% |