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 | $182,504 | $154,117+18.4% | $129,995+40.4% | $139,434+30.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.97% | 32.48%-10.5pp | -137.18%+159.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,969 | $5,289+12.9% | $4,320+38.2% | $4,751+25.6% |
| Participant deferral / active EE | $21,954 | $6,710+227.2% | $5,820+277.2% | $6,710+227.2% |
| Admin fee / account holder | $2,714 | $14,007-80.6% | $10,614-74.4% | $11,403-76.2% |