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 | $205,766 | $162,781+26.4% | $133,956+53.6% | $158,922+29.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.93% | 41.94%-34.0pp | 45.09%-37.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $11,252 | $4,975+126.1% | $3,919+187.1% | $4,761+136.3% |
| Participant deferral / active EE | $8,440 | $5,911+42.8% | $5,048+67.2% | $5,982+41.1% |
| Admin fee / account holder | $1,074 | $11,736-90.8% | $8,927-88.0% | $11,246-90.4% |