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 9-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 | $192,470 | $176,812+8.9% | $146,665+31.2% | $167,490+14.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.02% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $9,005 | $5,160+74.5% | $4,136+117.7% | $4,837+86.1% |
| Participant deferral / active EE | $4,266 | $6,440-33.8% | $5,506-22.5% | $6,341-32.7% |
| Admin fee / account holder | $10,343 | $13,259-22.0% | $10,280+0.6% | $12,309-16.0% |