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 | $208,682 | $157,256+32.7% | $141,162+47.8% | $152,861+36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.07% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,373 | $5,261-35.9% | $4,735-28.8% | $4,762-29.2% |
| Participant deferral / active EE | $9,594 | $7,109+35.0% | $6,709+43.0% | $5,850+64.0% |
| Admin fee / account holder | $4,981 | $12,120-58.9% | $10,261-51.5% | $11,596-57.0% |