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 | $230,259 | $165,335+39.3% | $149,696+53.8% | $158,922+44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.28% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,082 | $5,103-0.4% | $4,644+9.4% | $4,761+6.7% |
| Participant deferral / active EE | $10,055 | $7,181+40.0% | $6,842+47.0% | $5,982+68.1% |
| Admin fee / account holder | $1,001 | $10,807-90.7% | $9,309-89.2% | $11,246-91.1% |