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 9-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 | $201,972 | $136,179+48.3% | $98,755+104.5% | $167,490+20.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 8.29% | 67.53%-59.2pp | 49.91%-41.6pp | 478.56%-470.3pp |
| Employer contribution / active EE | $27,898 | $2,631+960.2% | $2,067+1249.4% | $4,837+476.7% |
| Participant deferral / active EE | $22,750 | $3,716+512.3% | $3,035+649.6% | $6,341+258.8% |
| Admin fee / account holder | $4,223 | $5,031-16.1% | $4,076+3.6% | $12,309-65.7% |