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 | $196,209 | $114,381+71.5% | $107,525+82.5% | $142,382+37.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.14% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,937 | $4,015+197.3% | $3,754+218.0% | $4,299+177.7% |
| Participant deferral / active EE | $8,807 | $5,564+58.3% | $5,116+72.2% | $6,507+35.3% |
| Admin fee / account holder | $870 | $9,860-91.2% | $8,919-90.2% | $12,624-93.1% |