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 | $220,083 | $107,934+103.9% | $91,989+139.2% | $152,861+44.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.44% | 89.24%-62.8pp | 69.02%-42.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,482 | $4,210-64.8% | $3,452-57.1% | $4,762-68.9% |
| Participant deferral / active EE | $7,688 | $6,364+20.8% | $5,923+29.8% | $5,850+31.4% |
| Admin fee / account holder | $10,236 | $10,520-2.7% | $7,743+32.2% | $11,596-11.7% |