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 8-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 | $210,228 | $179,726+17.0% | $156,263+34.5% | $142,382+47.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.53% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,167 | $5,069-37.5% | $4,333-26.9% | $4,299-26.3% |
| Participant deferral / active EE | $7,491 | $6,956+7.7% | $6,158+21.6% | $6,507+15.1% |
| Admin fee / account holder | $10,901 | $17,272-36.9% | $14,255-23.5% | $12,624-13.6% |