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 | $249,888 | $111,301+124.5% | $112,977+121.2% | $158,922+57.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.72% | 26.40%-8.7pp | 24.24%-6.5pp | 302.83%-285.1pp |
| Employer contribution / active EE | $7,497 | $4,471+67.7% | $4,255+76.2% | $4,761+57.5% |
| Participant deferral / active EE | $4,929 | $5,880-16.2% | $5,836-15.5% | $5,982-17.6% |
| Admin fee / account holder | $1,808 | $8,392-78.5% | $6,294-71.3% | $11,246-83.9% |