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 | $227,386 | $152,587+49.0% | $125,175+81.7% | $152,861+48.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.40% | 54.84%-38.4pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,024 | $4,946-38.9% | $3,865-21.8% | $4,762-36.5% |
| Participant deferral / active EE | $20,714 | $5,868+253.0% | $4,937+319.6% | $5,850+254.1% |
| Admin fee / account holder | $1,882 | $13,434-86.0% | $9,702-80.6% | $11,596-83.8% |