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 | $233,932 | $179,726+30.2% | $156,263+49.7% | $142,382+64.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.47% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $20,632 | $5,069+307.0% | $4,333+376.1% | $4,299+379.9% |
| Participant deferral / active EE | $3,757 | $6,956-46.0% | $6,158-39.0% | $6,507-42.3% |
| Admin fee / account holder | $961 | $17,272-94.4% | $14,255-93.3% | $12,624-92.4% |