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 | $194,881 | $110,261+76.7% | $95,745+103.5% | $139,434+39.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.67% | 27.11%-12.4pp | 28.35%-13.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,741 | $3,257+14.9% | $2,835+32.0% | $4,751-21.2% |
| Participant deferral / active EE | $15,597 | $4,676+233.6% | $4,245+267.5% | $6,710+132.4% |
| Admin fee / account holder | $6,309 | $6,613-4.6% | $5,678+11.1% | $11,403-44.7% |