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 | $202,464 | $176,377+14.8% | $134,143+50.9% | $158,922+27.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.65% | 63.63%-39.0pp | 36.33%-11.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,316 | $5,040-54.0% | $3,704-37.5% | $4,761-51.3% |
| Participant deferral / active EE | $10,276 | $4,091+151.2% | $3,499+193.7% | $5,982+71.8% |
| Admin fee / account holder | $13,086 | $8,718+50.1% | $6,684+95.8% | $11,246+16.4% |