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 | $225,845 | $152,587+48.0% | $125,175+80.4% | $152,861+47.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.44% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $10,420 | $4,946+110.7% | $3,865+169.6% | $4,762+118.8% |
| Participant deferral / active EE | $12,187 | $5,868+107.7% | $4,937+146.9% | $5,850+108.3% |
| Admin fee / account holder | $1,220 | $13,434-90.9% | $9,702-87.4% | $11,596-89.5% |