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 | $210,301 | $117,841+78.5% | $102,423+105.3% | $145,922+44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 38.77% | 31.65%+7.1pp | 29.32%+9.5pp | 561.29%-522.5pp |
| Employer contribution / active EE | $14,280 | $3,615+295.0% | $3,023+372.3% | $4,660+206.5% |
| Participant deferral / active EE | $24,646 | $5,731+330.1% | $5,053+387.8% | $6,688+268.5% |
| Admin fee / account holder | $2,149 | $13,326-83.9% | $9,451-77.3% | $13,397-84.0% |