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 | $248,696 | $152,587+63.0% | $125,175+98.7% | $152,861+62.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.13% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,380 | $4,946-31.7% | $3,865-12.6% | $4,762-29.0% |
| Participant deferral / active EE | $8,667 | $5,868+47.7% | $4,937+75.6% | $5,850+48.1% |
| Admin fee / account holder | $2,120 | $13,434-84.2% | $9,702-78.2% | $11,596-81.7% |