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 | $247,465 | $157,256+57.4% | $141,162+75.3% | $152,861+61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.45% | 64.32%-34.9pp | 71.39%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $5,263 | $5,2610% | $4,735+11.1% | $4,762+10.5% |
| Participant deferral / active EE | $5,700 | $7,109-19.8% | $6,709-15.0% | $5,850-2.6% |
| Admin fee / account holder | $575 | $12,120-95.3% | $10,261-94.4% | $11,596-95.0% |