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 | $210,741 | $133,958+57.3% | $112,228+87.8% | $134,475+56.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 9.19% | 47.11%-37.9pp | 27.45%-18.3pp | 417.96%-408.8pp |
| Employer contribution / active EE | $2,504 | $4,038-38.0% | $3,635-31.1% | $4,740-47.2% |
| Participant deferral / active EE | $8,252 | $5,291+56.0% | $4,728+74.5% | $6,400+28.9% |
| Admin fee / account holder | $579 | $7,489-92.3% | $6,410-91.0% | $11,426-94.9% |