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 | $202,711 | $107,334+88.9% | $92,893+118.2% | $152,861+32.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 15.78% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $817 | $4,221-80.7% | $3,653-77.6% | $4,762-82.9% |
| Participant deferral / active EE | $6,334 | $4,845+30.7% | $4,236+49.5% | $5,850+8.3% |
| Admin fee / account holder | $72,225 | $7,079+920.2% | $5,794+1146.6% | $11,596+522.8% |