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 | $223,011 | $176,377+26.4% | $134,143+66.2% | $158,922+40.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.72% | 63.63%-45.9pp | 36.33%-18.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,868 | $5,040-3.4% | $3,704+31.4% | $4,761+2.2% |
| Participant deferral / active EE | $12,433 | $4,091+203.9% | $3,499+255.3% | $5,982+107.8% |
| Admin fee / account holder | $1,146 | $8,718-86.9% | $6,684-82.9% | $11,246-89.8% |