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 | $181,292 | $162,781+11.4% | $133,956+35.3% | $158,922+14.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.42% | 41.94%-25.5pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,672 | $4,975+34.1% | $3,919+70.3% | $4,761+40.1% |
| Participant deferral / active EE | $8,849 | $5,911+49.7% | $5,048+75.3% | $5,982+47.9% |
| Admin fee / account holder | $1,523 | $11,736-87.0% | $8,927-82.9% | $11,246-86.5% |