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 | $176,954 | $108,172+63.6% | $77,482+128.4% | $158,922+11.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.45% | 31.67%-18.2pp | 54.79%-41.3pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,750 | $1,325+560.4% | $986+787.0% | $4,761+83.8% |
| Participant deferral / active EE | $5,000 | $2,456+103.6% | $1,861+168.6% | $5,982-16.4% |
| Admin fee / account holder | $888 | $3,708-76.1% | $2,858-68.9% | $11,246-92.1% |