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 | $238,005 | $111,754+113.0% | $103,333+130.3% | $145,922+63.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.88% | 24.77%+12.1pp | 24.88%+12.0pp | 561.29%-524.4pp |
| Employer contribution / active EE | $2,034 | $4,212-51.7% | $3,868-47.4% | $4,660-56.3% |
| Participant deferral / active EE | $10,485 | $5,619+86.6% | $5,057+107.3% | $6,688+56.8% |
| Admin fee / account holder | $26,129 | $9,750+168.0% | $8,355+212.7% | $13,397+95.0% |