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 | $153,938 | $201,272-23.5% | $184,203-16.4% | $145,922+5.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.19% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $11,539 | $7,022+64.3% | $6,427+79.5% | $4,660+147.6% |
| Participant deferral / active EE | $7,246 | $9,806-26.1% | $9,131-20.6% | $6,688+8.4% |
| Admin fee / account holder | $3,128 | $16,364-80.9% | $13,901-77.5% | $13,397-76.6% |