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 | $176,219 | $114,237+54.3% | $119,258+47.8% | $167,490+5.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.69% | 29.87%-15.2pp | 30.69%-16.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,495 | $4,481+22.6% | $4,384+25.3% | $4,837+13.6% |
| Participant deferral / active EE | $3,265 | $6,084-46.3% | $6,111-46.6% | $6,341-48.5% |
| Admin fee / account holder | $32,914 | $8,932+268.5% | $7,226+355.5% | $12,309+167.4% |