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 | $188,898 | $105,931+78.3% | $81,930+130.6% | $158,922+18.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 21.24% | 38.17%-16.9pp | 29.49%-8.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $6,184 | $7,800-20.7% | $4,310+43.5% | $4,761+29.9% |
| Participant deferral / active EE | $10,465 | $13,003-19.5% | $7,107+47.3% | $5,982+74.9% |
| Admin fee / account holder | $2,892 | $8,489-65.9% | $5,158-43.9% | $11,246-74.3% |