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 | $211,076 | $100,773+109.5% | $88,946+137.3% | $142,382+48.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 16.24% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,259 | $2,918+46.0% | $2,555+66.7% | $4,299-0.9% |
| Participant deferral / active EE | $11,080 | $5,230+111.9% | $4,581+141.9% | $6,507+70.3% |
| Admin fee / account holder | $5,143 | $9,693-46.9% | $8,261-37.7% | $12,624-59.3% |