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 | $249,305 | $115,770+115.3% | $101,248+146.2% | $158,922+56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.97% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,428 | $4,175-41.8% | $3,660-33.7% | $4,761-49.0% |
| Participant deferral / active EE | $6,502 | $4,957+31.2% | $4,370+48.8% | $5,982+8.7% |
| Admin fee / account holder | $1,359 | $7,245-81.2% | $5,945-77.1% | $11,246-87.9% |