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 | $195,625 | $111,754+75.1% | $103,333+89.3% | $145,922+34.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.62% | 24.77%-6.1pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $29,903 | $4,212+609.9% | $3,868+673.1% | $4,660+541.7% |
| Participant deferral / active EE | $20,323 | $5,619+261.7% | $5,057+301.8% | $6,688+203.9% |
| Admin fee / account holder | $2,681 | $9,750-72.5% | $8,355-67.9% | $13,397-80.0% |