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 | $174,106 | $214,378-18.8% | $200,582-13.2% | $142,382+22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.64% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $26,866 | $6,841+292.7% | $6,419+318.6% | $4,299+524.9% |
| Participant deferral / active EE | $15,938 | $9,865+61.6% | $9,331+70.8% | $6,507+144.9% |
| Admin fee / account holder | $34,408 | $17,692+94.5% | $16,305+111.0% | $12,624+172.6% |