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 | $203,192 | $124,319+63.4% | $111,297+82.6% | $167,490+21.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.87% | 37.44%-27.6pp | 54.65%-44.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $7,251 | $3,435+111.1% | $2,731+165.5% | $4,837+49.9% |
| Participant deferral / active EE | $4,212 | $5,180-18.7% | $4,487-6.1% | $6,341-33.6% |
| Admin fee / account holder | $5,564 | $10,618-47.6% | $7,964-30.1% | $12,309-54.8% |