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 3-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 | $192,080 | $100,773+90.6% | $88,946+116.0% | $142,382+34.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.98% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $21,000 | $2,918+619.8% | $2,555+721.9% | $4,299+388.5% |
| Participant deferral / active EE | $34,750 | $5,230+564.4% | $4,581+658.5% | $6,507+434.0% |
| Admin fee / account holder | $2,684 | $9,693-72.3% | $8,261-67.5% | $12,624-78.7% |