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 6-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 | $181,325 | $159,602+13.6% | $150,045+20.8% | $142,382+27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.76% | 70.24%-38.5pp | 62.55%-30.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $15,416 | $4,961+210.8% | $4,693+228.5% | $4,299+258.6% |
| Participant deferral / active EE | $13,494 | $8,310+62.4% | $7,997+68.7% | $6,507+107.4% |
| Admin fee / account holder | $643 | $14,846-95.7% | $13,435-95.2% | $12,624-94.9% |