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 | $218,525 | $176,812+23.6% | $146,665+49.0% | $167,490+30.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.95% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $22,428 | $5,160+334.6% | $4,136+442.2% | $4,837+363.6% |
| Participant deferral / active EE | $14,028 | $6,440+117.8% | $5,506+154.8% | $6,341+121.2% |
| Admin fee / account holder | $1,241 | $13,259-90.6% | $10,280-87.9% | $12,309-89.9% |