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 | $197,381 | $163,101+21.0% | $136,749+44.3% | $142,382+38.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 27.54%-12.4pp | 24.33%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $10,610 | $4,117+157.7% | $3,400+212.1% | $4,299+146.8% |
| Participant deferral / active EE | $17,207 | $5,585+208.1% | $4,692+266.7% | $6,507+164.4% |
| Admin fee / account holder | $587 | $14,318-95.9% | $11,386-94.8% | $12,624-95.4% |