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 | $193,415 | $198,466-2.5% | $170,442+13.5% | $147,584+31.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.54% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,775 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $3,832 | $5,629-31.9% | $4,939-22.4% | $5,439-29.5% |
| Admin fee / account holder | $4,856 | $16,852-71.2% | $13,880-65.0% | $10,885-55.4% |