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 | $235,925 | $109,982+114.5% | $97,226+142.7% | $145,922+61.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.17% | 242.90%-234.7pp | 75.13%-67.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,733 | $3,084-43.8% | $2,729-36.5% | $4,660-62.8% |
| Participant deferral / active EE | $8,477 | $4,676+81.3% | $4,264+98.8% | $6,688+26.8% |
| Admin fee / account holder | $4,474 | $6,221-28.1% | $5,654-20.9% | $13,397-66.6% |