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 | $247,763 | $100,754+145.9% | $86,677+185.8% | $134,475+84.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.83% | 29.04%-24.2pp | 35.91%-31.1pp | 417.96%-413.1pp |
| Employer contribution / active EE | $1,390 | $3,489-60.2% | $2,836-51.0% | $4,740-70.7% |
| Participant deferral / active EE | $8,936 | $5,338+67.4% | $4,656+91.9% | $6,400+39.6% |
| Admin fee / account holder | $1,183 | $10,926-89.2% | $7,493-84.2% | $11,426-89.6% |