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 | $213,914 | $165,335+29.4% | $149,696+42.9% | $158,922+34.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.69% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $22,327 | $5,103+337.5% | $4,644+380.7% | $4,761+368.9% |
| Participant deferral / active EE | $13,949 | $7,181+94.2% | $6,842+103.9% | $5,982+133.2% |
| Admin fee / account holder | $4,829 | $10,807-55.3% | $9,309-48.1% | $11,246-57.1% |