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 | $163,788 | $111,754+46.6% | $103,333+58.5% | $145,922+12.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 24.77%-11.6pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,832 | $4,212+62.2% | $3,868+76.6% | $4,660+46.6% |
| Participant deferral / active EE | $19,524 | $5,619+247.5% | $5,057+286.0% | $6,688+191.9% |
| Admin fee / account holder | $8,525 | $9,750-12.6% | $8,355+2.0% | $13,397-36.4% |