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 | $221,826 | $100,773+120.1% | $88,946+149.4% | $142,382+55.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.33% | 70.18%-50.8pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,031 | $2,918+243.8% | $2,555+292.6% | $4,299+133.3% |
| Participant deferral / active EE | $22,065 | $5,230+321.9% | $4,581+381.6% | $6,507+239.1% |
| Admin fee / account holder | $36,290 | $9,693+274.4% | $8,261+339.3% | $12,624+187.5% |