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 | $224,600 | $183,519+22.4% | $155,509+44.4% | $145,922+53.9% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 14.70% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,395 | $5,313-36.1% | $4,672-27.3% | $4,660-27.1% |
| Participant deferral / active EE | $8,621 | $6,462+33.4% | $5,626+53.2% | $6,688+28.9% |
| Admin fee / account holder | $2,105 | $19,313-89.1% | $15,912-86.8% | $13,397-84.3% |