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 | $240,739 | $176,812+36.2% | $146,665+64.1% | $167,490+43.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.93% | 24.03%-13.1pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $4,875 | $5,160-5.5% | $4,136+17.9% | $4,837+0.8% |
| Participant deferral / active EE | $13,466 | $6,440+109.1% | $5,506+144.6% | $6,341+112.3% |
| Admin fee / account holder | $9,731 | $13,259-26.6% | $10,280-5.3% | $12,309-20.9% |