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 | $212,716 | $103,376+105.8% | $87,100+144.2% | $152,861+39.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.28% | 28.10%+1.2pp | 28.19%+1.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,988 | $3,220+23.8% | $2,521+58.2% | $4,762-16.3% |
| Participant deferral / active EE | $7,855 | $4,778+64.4% | $4,049+94.0% | $5,850+34.3% |
| Admin fee / account holder | $1,658 | $12,205-86.4% | $7,497-77.9% | $11,596-85.7% |