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 | $210,708 | $162,781+29.4% | $133,956+57.3% | $158,922+32.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.81% | 41.94%-18.1pp | 45.09%-21.3pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,694 | $4,975-66.0% | $3,919-56.8% | $4,761-64.4% |
| Participant deferral / active EE | $7,601 | $5,911+28.6% | $5,048+50.6% | $5,982+27.1% |
| Admin fee / account holder | $16,561 | $11,736+41.1% | $8,927+85.5% | $11,246+47.3% |