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 | $141,475 | $123,793+14.3% | $177,821-20.4% | $79,858+77.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.22% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $10,702 | $4,095+161.3% | $5,918+80.8% | $2,471+333.2% |
| Participant deferral / active EE | $14,359 | $5,956+141.1% | $7,714+86.1% | $3,740+283.9% |
| Admin fee / account holder | $3,759 | $7,243-48.1% | $12,427-69.8% | $5,306-29.2% |