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 | $216,163 | $115,882+86.5% | $100,516+115.1% | $158,922+36.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.02% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $4,159 | $4,103+1.4% | $3,418+21.7% | $4,761-12.6% |
| Participant deferral / active EE | $18,653 | $6,674+179.5% | $6,270+197.5% | $5,982+211.8% |
| Admin fee / account holder | $14,448 | $10,995+31.4% | $8,081+78.8% | $11,246+28.5% |