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 | $225,454 | $152,587+47.8% | $125,175+80.1% | $152,861+47.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 15.74% | 54.84%-39.1pp | 43.79%-28.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $8,770 | $4,946+77.3% | $3,865+126.9% | $4,762+84.1% |
| Participant deferral / active EE | $3,595 | $5,868-38.7% | $4,937-27.2% | $5,850-38.6% |
| Admin fee / account holder | $984 | $13,434-92.7% | $9,702-89.9% | $11,596-91.5% |