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 | $249,045 | $99,985+149.1% | $146,665+69.8% | $85,850+190.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.94% | 18.93%+4.0pp | 22.74%+0.2pp | 318.53%-295.6pp |
| Employer contribution / active EE | $9,103 | $2,559+255.8% | $4,136+120.1% | $2,565+254.9% |
| Participant deferral / active EE | $6,336 | $4,006+58.2% | $5,506+15.1% | $3,952+60.3% |
| Admin fee / account holder | $3,339 | $7,702-56.7% | $10,280-67.5% | $6,260-46.7% |