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 | $208,727 | $114,381+82.5% | $107,525+94.1% | $142,382+46.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.43% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $14,579 | $4,015+263.1% | $3,754+288.4% | $4,299+239.1% |
| Participant deferral / active EE | $8,541 | $5,564+53.5% | $5,116+67.0% | $6,507+31.3% |
| Admin fee / account holder | $2,007 | $9,860-79.6% | $8,919-77.5% | $12,624-84.1% |