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 9-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 | $224,022 | $117,983+89.9% | $101,794+120.1% | $142,382+57.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 22.99% | 36.92%-13.9pp | 30.53%-7.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,029 | $2,773-26.8% | $2,289-11.4% | $4,299-52.8% |
| Participant deferral / active EE | $13,800 | $4,714+192.8% | $4,084+237.9% | $6,507+112.1% |
| Admin fee / account holder | $3,470 | $10,433-66.7% | $8,777-60.5% | $12,624-72.5% |