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 9-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 | $213,083 | $105,126+102.7% | $94,646+125.1% | $139,434+52.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 23.41% | 38.03%-14.6pp | 156.71%-133.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,686 | $4,106-34.6% | $3,672-26.8% | $4,751-43.5% |
| Participant deferral / active EE | $7,347 | $7,599-3.3% | $7,418-1.0% | $6,710+9.5% |
| Admin fee / account holder | $19,267 | $8,984+114.5% | $7,231+166.5% | $11,403+69.0% |