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 | $181,518 | $95,416+90.2% | $185,823-2.3% | $85,850+111.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.26% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $9,537 | $3,314+187.8% | $5,167+84.6% | $2,565+271.8% |
| Participant deferral / active EE | $4,380 | $3,423+27.9% | $5,568-21.3% | $3,952+10.8% |
| Admin fee / account holder | $19,367 | $7,213+168.5% | $16,237+19.3% | $6,260+209.4% |