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 | $229,354 | $197,591+16.1% | $177,821+29.0% | $158,922+44.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.43% | 58.76%-26.3pp | 48.32%-15.9pp | 302.83%-270.4pp |
| Employer contribution / active EE | $3,784 | $6,697-43.5% | $5,918-36.1% | $4,761-20.5% |
| Participant deferral / active EE | $11,144 | $8,405+32.6% | $7,714+44.5% | $5,982+86.3% |
| Admin fee / account holder | $2,119 | $15,399-86.2% | $12,427-82.9% | $11,246-81.2% |