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 | $246,215 | $190,805+29.0% | $159,960+53.9% | $134,475+83.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 3.99% | 552.23%-548.2pp | 408.60%-404.6pp | 417.96%-414.0pp |
| Employer contribution / active EE | $6,964 | $4,995+39.4% | $4,226+64.8% | $4,740+46.9% |
| Participant deferral / active EE | $13,993 | $6,923+102.1% | $6,182+126.3% | $6,400+118.6% |
| Admin fee / account holder | $6,509 | $10,471-37.8% | $8,698-25.2% | $11,426-43.0% |