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 | $227,005 | $183,519+23.7% | $155,509+46.0% | $145,922+55.6% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.4pp |
| Annual return | 12.59% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,925 | $5,313-26.1% | $4,672-16.0% | $4,660-15.8% |
| Participant deferral / active EE | $4,311 | $6,462-33.3% | $5,626-23.4% | $6,688-35.5% |
| Admin fee / account holder | $4,583 | $19,313-76.3% | $15,912-71.2% | $13,397-65.8% |