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 | $232,477 | $152,587+52.4% | $125,175+85.7% | $152,861+52.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.15% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,311 | $4,946+7.4% | $3,865+37.4% | $4,762+11.5% |
| Participant deferral / active EE | $9,524 | $5,868+62.3% | $4,937+92.9% | $5,850+62.8% |
| Admin fee / account holder | $103,243 | $13,434+668.5% | $9,702+964.1% | $11,596+790.3% |