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 | $217,650 | $114,381+90.3% | $107,525+102.4% | $142,382+52.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.64% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,670 | $4,015-33.5% | $3,754-28.9% | $4,299-37.9% |
| Participant deferral / active EE | $10,281 | $5,564+84.8% | $5,116+101.0% | $6,507+58.0% |
| Admin fee / account holder | $3,375 | $9,860-65.8% | $8,919-62.2% | $12,624-73.3% |