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 | $205,644 | $57,281+259.0% | $86,612+137.4% | $75,163+173.6% |
| Participation rate | 72.0% | 63.2%+8.8pp | 71.7%+0.3pp | 67.2%+4.8pp |
| Annual return | 20.12% | 2670.75%-2650.6pp | 591.07%-571.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,972 | $2,314-14.8% | $3,022-34.8% | $2,670-26.1% |
| Participant deferral / active EE | $6,708 | $3,318+102.2% | $4,438+51.2% | $4,125+62.6% |
| Admin fee / account holder | $21,046 | $4,112+411.8% | $5,614+274.9% | $5,651+272.4% |