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 | $179,857 | $91,552+96.5% | $133,956+34.3% | $79,858+125.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.06% | 61.85%-49.8pp | 45.09%-33.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,396 | $2,384+42.5% | $3,919-13.3% | $2,471+37.5% |
| Participant deferral / active EE | $4,624 | $3,733+23.9% | $5,048-8.4% | $3,740+23.6% |
| Admin fee / account holder | $2,453 | $6,321-61.2% | $8,927-72.5% | $5,306-53.8% |