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 | $202,335 | $111,754+81.1% | $103,333+95.8% | $145,922+38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,822 | $4,212-9.3% | $3,868-1.2% | $4,660-18.0% |
| Participant deferral / active EE | $7,042 | $5,619+25.3% | $5,057+39.2% | $6,688+5.3% |
| Admin fee / account holder | $15,200 | $9,750+55.9% | $8,355+81.9% | $13,397+13.5% |