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 | $195,067 | $85,022+129.4% | $70,515+176.6% | $139,434+39.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.41% | 30.38%-17.0pp | 32.77%-19.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,353 | $3,909-39.8% | $2,973-20.9% | $4,751-50.5% |
| Participant deferral / active EE | $6,328 | $5,890+7.4% | $4,567+38.6% | $6,710-5.7% |
| Admin fee / account holder | $4,094 | $8,906-54.0% | $6,412-36.2% | $11,403-64.1% |