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 | $212,573 | $92,222+130.5% | $76,768+176.9% | $135,375+57.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.98% | 5.46%-0.5pp | 2.43%+2.6pp | 519.73%-514.8pp |
| Employer contribution / active EE | $10,920 | $3,216+239.6% | $2,485+339.4% | $4,779+128.5% |
| Participant deferral / active EE | $13,381 | $4,509+196.8% | $3,852+247.4% | $5,609+138.6% |
| Admin fee / account holder | $46,155 | $10,748+329.4% | $6,675+591.5% | $10,827+326.3% |