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 | $227,328 | $214,378+6.0% | $200,582+13.3% | $142,382+59.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.78% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,265 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $4,290 | $9,865-56.5% | $9,331-54.0% | $6,507-34.1% |
| Admin fee / account holder | $13,471 | $17,692-23.9% | $16,305-17.4% | $12,624+6.7% |