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 | $181,398 | $92,222+96.7% | $76,768+136.3% | $135,375+34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.03% | 5.46%+3.6pp | 2.43%+6.6pp | 519.73%-510.7pp |
| Employer contribution / active EE | $2,690 | $3,216-16.4% | $2,485+8.2% | $4,779-43.7% |
| Participant deferral / active EE | $11,942 | $4,509+164.9% | $3,852+210.0% | $5,609+112.9% |
| Admin fee / account holder | $14,753 | $10,748+37.3% | $6,675+121.0% | $10,827+36.3% |