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 | $232,607 | $177,572+31.0% | $154,803+50.3% | $142,382+63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $18,021 | $4,810+274.6% | $4,305+318.6% | $4,299+319.2% |
| Participant deferral / active EE | $8,681 | $6,272+38.4% | $5,540+56.7% | $6,507+33.4% |
| Admin fee / account holder | $857 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |