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 | $247,709 | $110,261+124.7% | $95,745+158.7% | $139,434+77.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.48% | 27.11%-11.6pp | 28.35%-12.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,890 | $3,257-42.0% | $2,835-33.3% | $4,751-60.2% |
| Participant deferral / active EE | $3,271 | $4,676-30.0% | $4,245-22.9% | $6,710-51.3% |
| Admin fee / account holder | $9,508 | $6,613+43.8% | $5,678+67.5% | $11,403-16.6% |