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 | $213,074 | $99,918+113.2% | $81,382+161.8% | $145,922+46.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 34.32%-22.9pp | 24.73%-13.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $345 | $2,978-88.4% | $2,463-86.0% | $4,660-92.6% |
| Participant deferral / active EE | $11,055 | $4,605+140.1% | $3,883+184.7% | $6,688+65.3% |
| Admin fee / account holder | $3,237 | $8,212-60.6% | $5,768-43.9% | $13,397-75.8% |