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 | $179,693 | $176,812+1.6% | $146,665+22.5% | $167,490+7.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.42% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $16,165 | $5,160+213.3% | $4,136+290.8% | $4,837+234.2% |
| Participant deferral / active EE | $9,455 | $6,440+46.8% | $5,506+71.7% | $6,341+49.1% |
| Admin fee / account holder | $2,259 | $13,259-83.0% | $10,280-78.0% | $12,309-81.6% |