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 | $201,320 | $157,256+28.0% | $141,162+42.6% | $152,861+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.20% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,664 | $5,261-11.3% | $4,735-1.5% | $4,762-2.1% |
| Participant deferral / active EE | $10,386 | $7,109+46.1% | $6,709+54.8% | $5,850+77.5% |
| Admin fee / account holder | $7,596 | $12,120-37.3% | $10,261-26.0% | $11,596-34.5% |