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 | $209,266 | $201,272+4.0% | $184,203+13.6% | $145,922+43.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.42% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $24,194 | $7,022+244.6% | $6,427+276.4% | $4,660+419.2% |
| Participant deferral / active EE | $9,797 | $9,806-0.1% | $9,131+7.3% | $6,688+46.5% |
| Admin fee / account holder | $1,651 | $16,364-89.9% | $13,901-88.1% | $13,397-87.7% |