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 5-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 | $187,084 | $100,773+85.6% | $88,946+110.3% | $142,382+31.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 70.18%-50.8pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,496 | $2,918-14.5% | $2,555-2.3% | $4,299-41.9% |
| Participant deferral / active EE | $27,456 | $5,230+424.9% | $4,581+499.3% | $6,507+321.9% |
| Admin fee / account holder | $6,279 | $9,693-35.2% | $8,261-24.0% | $12,624-50.3% |