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 | $245,037 | $201,272+21.7% | $184,203+33.0% | $145,922+67.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,439 | $7,022+34.4% | $6,427+46.9% | $4,660+102.6% |
| Participant deferral / active EE | $11,154 | $9,806+13.7% | $9,131+22.1% | $6,688+66.8% |
| Admin fee / account holder | $1,759 | $16,364-89.3% | $13,901-87.3% | $13,397-86.9% |