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 | $233,213 | $159,602+46.1% | $150,045+55.4% | $142,382+63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.41% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $11,591 | $4,961+133.7% | $4,693+147.0% | $4,299+169.6% |
| Participant deferral / active EE | $12,430 | $8,310+49.6% | $7,997+55.4% | $6,507+91.0% |
| Admin fee / account holder | $3,103 | $14,846-79.1% | $13,435-76.9% | $12,624-75.4% |