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 | $207,228 | $107,334+93.1% | $92,893+123.1% | $152,861+35.6% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 23.16% | 145.58%-122.4pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $800 | $4,221-81.0% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $2,400 | $4,845-50.5% | $4,236-43.3% | $5,850-59.0% |
| Admin fee / account holder | $6,940 | $7,079-2.0% | $5,794+19.8% | $11,596-40.2% |