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 | $167,363 | $152,587+9.7% | $125,175+33.7% | $152,861+9.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.08% | 54.84%-36.8pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,789 | $4,946-43.6% | $3,865-27.8% | $4,762-41.4% |
| Participant deferral / active EE | $6,956 | $5,868+18.5% | $4,937+40.9% | $5,850+18.9% |
| Admin fee / account holder | $23,856 | $13,434+77.6% | $9,702+145.9% | $11,596+105.7% |