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 | $190,787 | $161,701+18.0% | - | $142,382+34.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 12.68% | 549.36%-536.7pp | - | 217.08%-204.4pp |
| Employer contribution / active EE | $8,044 | $4,438+81.2% | - | $4,299+87.1% |
| Participant deferral / active EE | $5,853 | $5,394+8.5% | - | $6,507-10.1% |
| Admin fee / account holder | $341 | $9,598-96.4% | - | $12,624-97.3% |