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 | $246,222 | $140,940+74.7% | $112,229+119.4% | $139,434+76.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.04% | 32.71%-14.7pp | 30.20%-12.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,763 | $4,283-58.8% | $3,430-48.6% | $4,751-62.9% |
| Participant deferral / active EE | $12,390 | $5,874+110.9% | $4,798+158.2% | $6,710+84.6% |
| Admin fee / account holder | $41,322 | $9,954+315.1% | $7,748+433.3% | $11,403+262.4% |