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 | $209,583 | $84,233+148.8% | $170,442+23.0% | $70,131+198.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.91% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $6,974 | $3,387+105.9% | $5,433+28.4% | $2,342+197.7% |
| Participant deferral / active EE | $5,833 | $3,086+89.0% | $4,939+18.1% | $3,332+75.1% |
| Admin fee / account holder | $836 | $5,698-85.3% | $13,880-94.0% | $4,645-82.0% |