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 | $228,086 | $228,332-0.1% | $185,823+22.7% | $158,922+43.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.53% | 40.80%-31.3pp | 35.95%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $10,707 | $4,967+115.6% | $4,087+161.9% | $4,761+124.9% |
| Participant deferral / active EE | $12,209 | $6,415+90.3% | $5,632+116.8% | $5,982+104.1% |
| Admin fee / account holder | $1,110 | $11,864-90.6% | $9,500-88.3% | $11,246-90.1% |