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 | $183,041 | $127,777+43.2% | $106,548+71.8% | $167,490+9.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.76% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $11,145 | $3,427+225.3% | $2,819+295.4% | $4,837+130.4% |
| Participant deferral / active EE | $16,931 | $5,087+232.8% | $4,398+285.0% | $6,341+167.0% |
| Admin fee / account holder | $3,718 | $11,228-66.9% | $7,407-49.8% | $12,309-69.8% |