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 | $156,913 | $124,881+25.7% | $209,409-25.1% | $116,875+34.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 17.45% | 14.56%+2.9pp | 159.49%-142.0pp | 16.29%+1.2pp |
| Employer contribution / active EE | $7,546 | $2,588+191.6% | $5,035+49.9% | $3,288+129.5% |
| Participant deferral / active EE | $4,254 | $3,793+12.2% | $4,230+0.6% | $3,885+9.5% |
| Admin fee / account holder | $17,710 | $12,933+36.9% | $16,474+7.5% | $12,263+44.4% |