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 10-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 | $235,436 | $165,984+41.8% | $164,813+42.9% | $145,922+61.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 30.79% | 100.03%-69.2pp | 69.93%-39.1pp | 561.29%-530.5pp |
| Employer contribution / active EE | $3,549 | $5,273-32.7% | $4,341-18.2% | $4,660-23.8% |
| Participant deferral / active EE | $9,878 | $6,959+41.9% | $6,031+63.8% | $6,688+47.7% |
| Admin fee / account holder | $37,961 | $16,648+128.0% | $12,690+199.1% | $13,397+183.4% |