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 | $166,051 | $115,882+43.3% | $100,516+65.2% | $158,922+4.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.04% | 34.79%-11.8pp | 30.89%-7.8pp | 302.83%-279.8pp |
| Employer contribution / active EE | $7,433 | $4,103+81.2% | $3,418+117.5% | $4,761+56.1% |
| Participant deferral / active EE | $12,882 | $6,674+93.0% | $6,270+105.5% | $5,982+115.3% |
| Admin fee / account holder | $3,355 | $10,995-69.5% | $8,081-58.5% | $11,246-70.2% |