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 | $197,946 | $99,877+98.2% | $84,966+133.0% | $145,922+35.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,200 | $3,231+277.6% | $2,727+347.4% | $4,660+161.8% |
| Participant deferral / active EE | $11,648 | $5,291+120.2% | $4,519+157.7% | $6,688+74.2% |
| Admin fee / account holder | $4,323 | $7,248-40.3% | $6,149-29.7% | $13,397-67.7% |