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 | $220,117 | $165,335+33.1% | $149,696+47.0% | $158,922+38.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.80% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,719 | $5,103-27.1% | $4,644-19.9% | $4,761-21.9% |
| Participant deferral / active EE | $11,558 | $7,181+61.0% | $6,842+68.9% | $5,982+93.2% |
| Admin fee / account holder | $15,732 | $10,807+45.6% | $9,309+69.0% | $11,246+39.9% |