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 | $221,925 | $159,602+39.0% | $150,045+47.9% | $142,382+55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.19% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,505 | $4,961+11.0% | $4,693+17.3% | $4,299+28.1% |
| Participant deferral / active EE | $17,068 | $8,310+105.4% | $7,997+113.4% | $6,507+162.3% |
| Admin fee / account holder | $512 | $14,846-96.6% | $13,435-96.2% | $12,624-95.9% |