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 | $244,084 | $104,974+132.5% | $95,585+155.4% | $142,382+71.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.24% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $10,612 | $2,779+281.9% | $2,527+320.0% | $4,299+146.8% |
| Participant deferral / active EE | $3,493 | $4,352-19.7% | $4,023-13.2% | $6,507-46.3% |
| Admin fee / account holder | $5,932 | $6,386-7.1% | $6,127-3.2% | $12,624-53.0% |