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 | $204,907 | $107,334+90.9% | $92,893+120.6% | $152,861+34.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 28.40% | 145.58%-117.2pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,655 | $4,221-60.8% | $3,653-54.7% | $4,762-65.3% |
| Participant deferral / active EE | $7,703 | $4,845+59.0% | $4,236+81.8% | $5,850+31.7% |
| Admin fee / account holder | $862 | $7,079-87.8% | $5,794-85.1% | $11,596-92.6% |