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 | $206,369 | $172,478+19.6% | $145,661+41.7% | $142,382+44.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.56% | 151.09%-134.5pp | 101.46%-84.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,115 | $4,899-16.0% | $4,238-2.9% | $4,299-4.3% |
| Participant deferral / active EE | $3,570 | $8,348-57.2% | $7,198-50.4% | $6,507-45.1% |
| Admin fee / account holder | $8,818 | $16,864-47.7% | $12,466-29.3% | $12,624-30.1% |