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 5-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 | $203,977 | $117,983+72.9% | $101,794+100.4% | $142,382+43.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 34.30% | 36.92%-2.6pp | 30.53%+3.8pp | 217.08%-182.8pp |
| Employer contribution / active EE | $14,625 | $2,773+427.5% | $2,289+539.0% | $4,299+240.2% |
| Participant deferral / active EE | $6,000 | $4,714+27.3% | $4,084+46.9% | $6,507-7.8% |
| Admin fee / account holder | $990 | $10,433-90.5% | $8,777-88.7% | $12,624-92.2% |