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 | $171,894 | $124,281+38.3% | $109,143+57.5% | $167,490+2.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.79% | 26.04%-9.2pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $11,452 | $4,207+172.2% | $3,722+207.7% | $4,837+136.7% |
| Participant deferral / active EE | $5,925 | $5,255+12.7% | $4,653+27.3% | $6,341-6.6% |
| Admin fee / account holder | $7,359 | $7,970-7.7% | $6,752+9.0% | $12,309-40.2% |