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 | $211,029 | $106,515+98.1% | $96,683+118.3% | $139,434+51.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.70% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,992 | $4,103-2.7% | $3,737+6.8% | $4,751-16.0% |
| Participant deferral / active EE | $10,430 | $5,454+91.2% | $4,878+113.8% | $6,710+55.4% |
| Admin fee / account holder | $3,158 | $7,877-59.9% | $6,730-53.1% | $11,403-72.3% |