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 | $230,823 | $104,251+121.4% | $91,001+153.6% | $147,584+56.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.53% | 27.06%-8.5pp | 4.60%+13.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $8,292 | $3,116+166.2% | $2,456+237.7% | $4,876+70.1% |
| Participant deferral / active EE | $8,734 | $4,195+108.2% | $3,547+146.2% | $5,439+60.6% |
| Admin fee / account holder | $2,085 | $8,948-76.7% | $5,417-61.5% | $10,885-80.8% |