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 | $218,324 | $177,572+22.9% | $154,803+41.0% | $142,382+53.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.82% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,813 | $4,810-62.3% | $4,305-57.9% | $4,299-57.8% |
| Participant deferral / active EE | $6,794 | $6,272+8.3% | $5,540+22.6% | $6,507+4.4% |
| Admin fee / account holder | $12,275 | $16,786-26.9% | $14,329-14.3% | $12,624-2.8% |