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 | $196,935 | $117,841+67.1% | $102,423+92.3% | $145,922+35.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.10% | 31.65%-5.5pp | 29.32%-3.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $6,243 | $3,615+72.7% | $3,023+106.5% | $4,660+34.0% |
| Participant deferral / active EE | $13,394 | $5,731+133.7% | $5,053+165.1% | $6,688+100.3% |
| Admin fee / account holder | $22,477 | $13,326+68.7% | $9,451+137.8% | $13,397+67.8% |