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 | $203,625 | $117,983+72.6% | $101,794+100.0% | $142,382+43.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.71% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,992 | $2,773+224.3% | $2,289+292.8% | $4,299+109.2% |
| Participant deferral / active EE | $9,549 | $4,714+102.6% | $4,084+133.8% | $6,507+46.7% |
| Admin fee / account holder | $13,230 | $10,433+26.8% | $8,777+50.7% | $12,624+4.8% |