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 | $181,604 | $159,602+13.8% | $150,045+21.0% | $142,382+27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.45% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $45,606 | $4,961+819.4% | $4,693+871.8% | $4,299+960.8% |
| Participant deferral / active EE | $98,633 | $8,310+1086.9% | $7,997+1133.4% | $6,507+1415.7% |
| Admin fee / account holder | $323,079 | $14,846+2076.1% | $13,435+2304.8% | $12,624+2459.3% |