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 | $203,112 | $94,752+114.4% | $112,887+79.9% | $139,434+45.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.79% | 40.88%-22.1pp | 34.10%-15.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,564 | $4,625-22.9% | $4,563-21.9% | $4,751-25.0% |
| Participant deferral / active EE | $10,596 | $6,512+62.7% | $6,513+62.7% | $6,710+57.9% |
| Admin fee / account holder | $625 | $8,527-92.7% | $7,047-91.1% | $11,403-94.5% |