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 | $208,296 | $124,319+67.6% | $111,297+87.2% | $167,490+24.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.92% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,569 | $3,435-54.3% | $2,731-42.5% | $4,837-67.6% |
| Participant deferral / active EE | $14,213 | $5,180+174.4% | $4,487+216.7% | $6,341+124.1% |
| Admin fee / account holder | $63,499 | $10,618+498.0% | $7,964+697.3% | $12,309+415.9% |