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 | $232,964 | $162,781+43.1% | $133,956+73.9% | $158,922+46.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.47% | 41.94%-34.5pp | 45.09%-37.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $11,538 | $4,975+131.9% | $3,919+194.5% | $4,761+142.3% |
| Participant deferral / active EE | $9,146 | $5,911+54.7% | $5,048+81.2% | $5,982+52.9% |
| Admin fee / account holder | $23,436 | $11,736+99.7% | $8,927+162.5% | $11,246+108.4% |