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 | $152,820 | $124,281+23.0% | $109,143+40.0% | $167,490-8.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.23% | 26.04%+5.2pp | 25.75%+5.5pp | 478.56%-447.3pp |
| Employer contribution / active EE | $11,872 | $4,207+182.2% | $3,722+219.0% | $4,837+145.4% |
| Participant deferral / active EE | $1,872 | $5,255-64.4% | $4,653-59.8% | $6,341-70.5% |
| Admin fee / account holder | $835 | $7,970-89.5% | $6,752-87.6% | $12,309-93.2% |