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 | $234,317 | $179,726+30.4% | $156,263+50.0% | $142,382+64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.53% | 77.86%-48.3pp | 59.47%-29.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $2,694 | $5,069-46.8% | $4,333-37.8% | $4,299-37.3% |
| Participant deferral / active EE | $8,572 | $6,956+23.2% | $6,158+39.2% | $6,507+31.7% |
| Admin fee / account holder | $29,054 | $17,272+68.2% | $14,255+103.8% | $12,624+130.2% |