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 | $183,907 | $140,588+30.8% | $123,104+49.4% | $125,391+46.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 14.34% | 16.80%-2.5pp | 13.22%+1.1pp | 282.22%-267.9pp |
| Employer contribution / active EE | $8,682 | $6,041+43.7% | $5,151+68.5% | $4,866+78.4% |
| Participant deferral / active EE | $4,439 | $6,980-36.4% | $6,230-28.7% | $5,352-17.0% |
| Admin fee / account holder | $29,044 | $11,198+159.4% | $9,015+222.2% | $9,540+204.4% |