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 | $214,375 | $90,348+137.3% | $75,972+182.2% | $145,922+46.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 12.85% | 620.88%-608.0pp | 359.55%-346.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,735 | $3,311-17.4% | $2,685+1.9% | $4,660-41.3% |
| Participant deferral / active EE | $13,221 | $5,162+156.1% | $4,255+210.7% | $6,688+97.7% |
| Admin fee / account holder | $797 | $8,467-90.6% | $6,467-87.7% | $13,397-94.1% |