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 | $214,326 | $124,281+72.5% | $109,143+96.4% | $167,490+28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.26% | 26.04%-6.8pp | 25.75%-6.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $19,149 | $4,207+355.1% | $3,722+414.5% | $4,837+295.8% |
| Participant deferral / active EE | $7,141 | $5,255+35.9% | $4,653+53.5% | $6,341+12.6% |
| Admin fee / account holder | $694 | $7,970-91.3% | $6,752-89.7% | $12,309-94.4% |