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 | $209,312 | $148,534+40.9% | $135,903+54.0% | $139,434+50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,658 | $5,243-11.2% | $4,856-4.1% | $4,751-2.0% |
| Participant deferral / active EE | $8,331 | $8,100+2.9% | $7,758+7.4% | $6,710+24.2% |
| Admin fee / account holder | $8,335 | $12,400-32.8% | $10,762-22.6% | $11,403-26.9% |