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 | $233,224 | $106,515+119.0% | $96,683+141.2% | $139,434+67.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 38.43%-25.0pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,600 | $4,103-36.6% | $3,737-30.4% | $4,751-45.3% |
| Participant deferral / active EE | $10,234 | $5,454+87.6% | $4,878+109.8% | $6,710+52.5% |
| Admin fee / account holder | $66,034 | $7,877+738.3% | $6,730+881.3% | $11,403+479.1% |