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 7-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 | $166,224 | $105,126+58.1% | $94,646+75.6% | $139,434+19.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.23% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $19,665 | $4,106+379.0% | $3,672+435.5% | $4,751+313.9% |
| Participant deferral / active EE | $18,405 | $7,599+142.2% | $7,418+148.1% | $6,710+174.3% |
| Admin fee / account holder | $1,592 | $8,984-82.3% | $7,231-78.0% | $11,403-86.0% |