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 | $224,939 | $83,477+169.5% | $125,175+79.7% | $72,985+208.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.09% | 25.78%-0.7pp | 43.79%-18.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,262 | $2,345-3.5% | $3,865-41.5% | $2,440-7.3% |
| Participant deferral / active EE | $6,355 | $3,585+77.3% | $4,937+28.7% | $3,607+76.2% |
| Admin fee / account holder | $32,635 | $5,517+491.5% | $9,702+236.4% | $5,124+536.9% |