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 | $176,994 | $109,327+61.9% | $89,391+98.0% | $158,922+11.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.13% | 345.68%-324.5pp | 245.62%-224.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,867 | $3,170-9.5% | $2,586+10.9% | $4,761-39.8% |
| Participant deferral / active EE | $10,805 | $4,598+135.0% | $3,890+177.8% | $5,982+80.6% |
| Admin fee / account holder | $5,180 | $6,153-15.8% | $4,881+6.1% | $11,246-53.9% |