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 | $167,089 | $97,744+70.9% | $103,476+61.5% | $145,922+14.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 25.41%-12.6pp | 23.90%-11.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,647 | $4,677+42.1% | $4,672+42.3% | $4,660+42.7% |
| Participant deferral / active EE | $11,368 | $6,603+72.2% | $6,623+71.6% | $6,688+70.0% |
| Admin fee / account holder | $16,159 | $12,515+29.1% | $9,413+71.7% | $13,397+20.6% |