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 | $206,430 | $91,552+125.5% | $133,956+54.1% | $79,858+158.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.22% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,214 | $2,384+34.9% | $3,919-18.0% | $2,471+30.1% |
| Participant deferral / active EE | $4,100 | $3,733+9.8% | $5,048-18.8% | $3,740+9.6% |
| Admin fee / account holder | $12,710 | $6,321+101.1% | $8,927+42.4% | $5,306+139.5% |