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 | $199,872 | $30,400+557.5% | $53,898+270.8% | $84,808+135.7% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 16.44% | 500.19%-483.7pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,539 | $603+321.2% | $932+172.4% | $2,631-3.5% |
| Participant deferral / active EE | $4,493 | $1,199+274.8% | $1,826+146.0% | $4,212+6.7% |
| Admin fee / account holder | $6,473 | $1,993+224.7% | $2,491+159.9% | $7,344-11.9% |