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 | $231,877 | $100,901+129.8% | $75,670+206.4% | $147,584+57.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 12.44% | 35.78%-23.3pp | 27.34%-14.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $10,363 | $3,253+218.5% | $2,352+340.7% | $4,876+112.5% |
| Participant deferral / active EE | $8,092 | $4,027+100.9% | $3,142+157.5% | $5,439+48.8% |
| Admin fee / account holder | $24,405 | $11,285+116.3% | $5,800+320.8% | $10,885+124.2% |