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 | $183,708 | $118,427+55.1% | $66,042+178.2% | $142,382+29.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.26% | 35.57%-22.3pp | 52.11%-38.9pp | 217.08%-203.8pp |
| Employer contribution / active EE | $24,411 | $2,570+849.9% | $1,579+1445.7% | $4,299+467.8% |
| Participant deferral / active EE | $2,221 | $4,311-48.5% | $2,835-21.7% | $6,507-65.9% |
| Admin fee / account holder | $1,030 | $9,593-89.3% | $5,747-82.1% | $12,624-91.8% |