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 | $208,089 | $162,781+27.8% | $133,956+55.3% | $158,922+30.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.86% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,170 | $4,975-56.4% | $3,919-44.6% | $4,761-54.4% |
| Participant deferral / active EE | $14,946 | $5,911+152.8% | $5,048+196.1% | $5,982+149.8% |
| Admin fee / account holder | $15,472 | $11,736+31.8% | $8,927+73.3% | $11,246+37.6% |