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 | $182,439 | $69,207+163.6% | $64,056+184.8% | $139,434+30.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.60% | 45.88%-31.3pp | 33.69%-19.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,143 | $3,182+155.9% | $2,747+196.5% | $4,751+71.4% |
| Participant deferral / active EE | $11,242 | $4,682+140.1% | $3,880+189.7% | $6,710+67.5% |
| Admin fee / account holder | $877 | $4,244-79.3% | $3,068-71.4% | $11,403-92.3% |