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 | $246,262 | $176,812+39.3% | $146,665+67.9% | $167,490+47.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.23% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $17,463 | $5,160+238.4% | $4,136+322.2% | $4,837+261.0% |
| Participant deferral / active EE | $9,519 | $6,440+47.8% | $5,506+72.9% | $6,341+50.1% |
| Admin fee / account holder | $24,537 | $13,259+85.1% | $10,280+138.7% | $12,309+99.3% |