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 | $237,024 | $176,377+34.4% | $134,143+76.7% | $158,922+49.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.55% | 63.63%-51.1pp | 36.33%-23.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $7,601 | $5,040+50.8% | $3,704+105.2% | $4,761+59.7% |
| Participant deferral / active EE | $4,498 | $4,091+9.9% | $3,499+28.6% | $5,982-24.8% |
| Admin fee / account holder | $6,520 | $8,718-25.2% | $6,684-2.5% | $11,246-42.0% |