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 | $216,045 | $105,859+104.1% | $90,160+139.6% | $147,584+46.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.00% | 37.63%-21.6pp | 34.88%-18.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,658 | $4,126-59.8% | $3,318-50.0% | $4,876-66.0% |
| Participant deferral / active EE | $12,335 | $5,733+115.1% | $5,288+133.3% | $5,439+126.8% |
| Admin fee / account holder | $3,385 | $8,046-57.9% | $5,943-43.0% | $10,885-68.9% |