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 | $223,790 | $115,882+93.1% | $100,516+122.6% | $158,922+40.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.85% | 34.79%-20.9pp | 30.89%-17.0pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,531 | $4,103+83.5% | $3,418+120.4% | $4,761+58.2% |
| Participant deferral / active EE | $4,909 | $6,674-26.5% | $6,270-21.7% | $5,982-17.9% |
| Admin fee / account holder | $9,559 | $10,995-13.1% | $8,081+18.3% | $11,246-15.0% |