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 | $179,118 | $98,240+82.3% | $82,313+117.6% | $147,584+21.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 30.85%-15.5pp | 25.88%-10.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,232 | $3,192+1.3% | $2,428+33.1% | $4,876-33.7% |
| Participant deferral / active EE | $4,858 | $4,383+10.8% | $3,706+31.1% | $5,439-10.7% |
| Admin fee / account holder | $3,503 | $8,563-59.1% | $5,608-37.5% | $10,885-67.8% |