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 | $237,674 | $123,909+91.8% | $69,647+241.3% | $145,922+62.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 22.50% | 190.55%-168.0pp | 100.48%-78.0pp | 561.29%-538.8pp |
| Employer contribution / active EE | $4,144 | $2,682+54.5% | $1,712+142.0% | $4,660-11.1% |
| Participant deferral / active EE | $19,562 | $4,236+361.8% | $2,886+577.8% | $6,688+192.5% |
| Admin fee / account holder | $2,362 | $7,863-70.0% | $4,713-49.9% | $13,397-82.4% |