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 | $245,741 | $91,552+168.4% | $133,956+83.4% | $79,858+207.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.29% | 61.85%-41.6pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,449 | $2,384+2.8% | $3,919-37.5% | $2,471-0.9% |
| Participant deferral / active EE | $6,504 | $3,733+74.2% | $5,048+28.9% | $3,740+73.9% |
| Admin fee / account holder | $65,028 | $6,321+928.8% | $8,927+628.4% | $5,306+1125.5% |