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 | $213,594 | $102,616+108.1% | $81,983+160.5% | $158,922+34.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.21% | 61.04%-47.8pp | 41.31%-28.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,416 | $3,240+36.3% | $2,498+76.8% | $4,761-7.2% |
| Participant deferral / active EE | $5,688 | $4,648+22.4% | $3,722+52.8% | $5,982-4.9% |
| Admin fee / account holder | $8,460 | $8,235+2.7% | $5,664+49.4% | $11,246-24.8% |