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 | $115,153 | $99,985+15.2% | $146,665-21.5% | $85,850+34.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 26.80% | 18.93%+7.9pp | 22.74%+4.1pp | 318.53%-291.7pp |
| Employer contribution / active EE | $11,297 | $2,559+341.5% | $4,136+173.1% | $2,565+340.4% |
| Participant deferral / active EE | $2,981 | $4,006-25.6% | $5,506-45.9% | $3,952-24.6% |
| Admin fee / account holder | $2,843 | $7,702-63.1% | $10,280-72.3% | $6,260-54.6% |