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 | $178,476 | $118,427+50.7% | $66,042+170.2% | $142,382+25.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 10.35% | 35.57%-25.2pp | 52.11%-41.8pp | 217.08%-206.7pp |
| Employer contribution / active EE | $14,411 | $2,570+460.8% | $1,579+812.5% | $4,299+235.2% |
| Participant deferral / active EE | $10,294 | $4,311+138.8% | $2,835+263.1% | $6,507+58.2% |
| Admin fee / account holder | $7,621 | $9,593-20.6% | $5,747+32.6% | $12,624-39.6% |