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 | $193,048 | $110,809+74.2% | $86,874+122.2% | $167,490+15.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.59% | 116.98%-107.4pp | 63.52%-53.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $12,201 | $3,244+276.1% | $2,495+388.9% | $4,837+152.2% |
| Participant deferral / active EE | $22,125 | $4,546+386.7% | $3,699+498.1% | $6,341+248.9% |
| Admin fee / account holder | $1,987 | $8,415-76.4% | $5,828-65.9% | $12,309-83.9% |