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 | $174,792 | $91,037+92.0% | $71,671+143.9% | $147,584+18.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.81% | 20.48%-4.7pp | 20.65%-4.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,594 | $3,327+98.2% | $2,460+168.1% | $4,876+35.2% |
| Participant deferral / active EE | $17,498 | $4,498+289.0% | $3,438+409.0% | $5,439+221.7% |
| Admin fee / account holder | $3,413 | $8,613-60.4% | $5,558-38.6% | $10,885-68.6% |