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 | $195,735 | $114,381+71.1% | $107,525+82.0% | $142,382+37.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $9,995 | $4,015+149.0% | $3,754+166.3% | $4,299+132.5% |
| Participant deferral / active EE | $11,074 | $5,564+99.0% | $5,116+116.5% | $6,507+70.2% |
| Admin fee / account holder | $1,043 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |