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 | $246,368 | $179,726+37.1% | $156,263+57.7% | $142,382+73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.56% | 77.86%-52.3pp | 59.47%-33.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,561 | $5,069-49.5% | $4,333-40.9% | $4,299-40.4% |
| Participant deferral / active EE | $5,477 | $6,956-21.3% | $6,158-11.1% | $6,507-15.8% |
| Admin fee / account holder | $23,960 | $17,272+38.7% | $14,255+68.1% | $12,624+89.8% |