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 | $221,158 | $112,096+97.3% | $95,952+130.5% | $158,922+39.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.24% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,904 | $3,198-9.2% | $2,541+14.3% | $4,761-39.0% |
| Participant deferral / active EE | $8,551 | $4,784+78.7% | $4,167+105.2% | $5,982+42.9% |
| Admin fee / account holder | $20,025 | $10,130+97.7% | $6,795+194.7% | $11,246+78.1% |