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 | $231,828 | $106,515+117.6% | $96,683+139.8% | $139,434+66.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.07% | 38.43%-18.4pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,672 | $4,103-34.9% | $3,737-28.5% | $4,751-43.8% |
| Participant deferral / active EE | $3,809 | $5,454-30.2% | $4,878-21.9% | $6,710-43.2% |
| Admin fee / account holder | $5,989 | $7,877-24.0% | $6,730-11.0% | $11,403-47.5% |