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 | $221,924 | $117,841+88.3% | $102,423+116.7% | $145,922+52.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.11% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $10,087 | $3,615+179.1% | $3,023+233.6% | $4,660+116.5% |
| Participant deferral / active EE | $4,008 | $5,731-30.1% | $5,053-20.7% | $6,688-40.1% |
| Admin fee / account holder | $312 | $13,326-97.7% | $9,451-96.7% | $13,397-97.7% |