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 | $231,706 | $162,781+42.3% | $133,956+73.0% | $158,922+45.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.63% | 41.94%-35.3pp | 45.09%-38.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,827 | $4,975-23.1% | $3,919-2.3% | $4,761-19.6% |
| Participant deferral / active EE | $3,993 | $5,911-32.4% | $5,048-20.9% | $5,982-33.3% |
| Admin fee / account holder | $3,220 | $11,736-72.6% | $8,927-63.9% | $11,246-71.4% |