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 8-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 | $131,838 | $81,632+61.5% | $70,449+87.1% | $158,922-17.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 39.58% | 208.40%-168.8pp | 109.03%-69.5pp | 302.83%-263.2pp |
| Employer contribution / active EE | $8,715 | $3,217+170.9% | $2,737+218.5% | $4,761+83.0% |
| Participant deferral / active EE | $26,000 | $4,554+471.0% | $3,709+601.1% | $5,982+334.6% |
| Admin fee / account holder | $398 | $6,193-93.6% | $3,845-89.6% | $11,246-96.5% |