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 | $195,434 | $81,632+139.4% | $70,449+177.4% | $158,922+23.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.33% | 208.40%-197.1pp | 109.03%-97.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $5,639 | $3,217+75.3% | $2,737+106.0% | $4,761+18.4% |
| Participant deferral / active EE | $3,507 | $4,554-23.0% | $3,709-5.4% | $5,982-41.4% |
| Admin fee / account holder | $787 | $6,193-87.3% | $3,845-79.5% | $11,246-93.0% |