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 | $217,903 | $102,616+112.3% | $81,983+165.8% | $158,922+37.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.49% | 61.04%-42.5pp | 41.31%-22.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $10,702 | $3,240+230.3% | $2,498+328.4% | $4,761+124.8% |
| Participant deferral / active EE | $9,058 | $4,648+94.9% | $3,722+143.4% | $5,982+51.4% |
| Admin fee / account holder | $1,655 | $8,235-79.9% | $5,664-70.8% | $11,246-85.3% |