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 | $231,736 | $176,812+31.1% | $146,665+58.0% | $167,490+38.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.26% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $18,037 | $5,160+249.6% | $4,136+336.1% | $4,837+272.9% |
| Participant deferral / active EE | $8,840 | $6,440+37.3% | $5,506+60.6% | $6,341+39.4% |
| Admin fee / account holder | $1,431 | $13,259-89.2% | $10,280-86.1% | $12,309-88.4% |