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 | $197,397 | $109,982+79.5% | $97,226+103.0% | $145,922+35.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.61% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,740 | $3,084-43.6% | $2,729-36.3% | $4,660-62.7% |
| Participant deferral / active EE | $3,775 | $4,676-19.3% | $4,264-11.5% | $6,688-43.6% |
| Admin fee / account holder | $869 | $6,221-86.0% | $5,654-84.6% | $13,397-93.5% |