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 | $225,327 | $162,781+38.4% | $133,956+68.2% | $158,922+41.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 32.80% | 41.94%-9.1pp | 45.09%-12.3pp | 302.83%-270.0pp |
| Employer contribution / active EE | $6,966 | $4,975+40.0% | $3,919+77.8% | $4,761+46.3% |
| Participant deferral / active EE | $10,750 | $5,911+81.9% | $5,048+113.0% | $5,982+79.7% |
| Admin fee / account holder | $13,969 | $11,736+19.0% | $8,927+56.5% | $11,246+24.2% |