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 | $225,781 | $197,591+14.3% | $177,821+27.0% | $158,922+42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.77% | 58.76%-41.0pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $7,630 | $6,697+13.9% | $5,918+28.9% | $4,761+60.3% |
| Participant deferral / active EE | $5,180 | $8,405-38.4% | $7,714-32.8% | $5,982-13.4% |
| Admin fee / account holder | $3,499 | $15,399-77.3% | $12,427-71.8% | $11,246-68.9% |