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 | $149,264 | $108,172+38.0% | $77,482+92.6% | $158,922-6.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.43% | 31.67%-11.2pp | 54.79%-34.4pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,744 | $1,325+182.6% | $986+279.6% | $4,761-21.4% |
| Participant deferral / active EE | $13,500 | $2,456+449.6% | $1,861+625.3% | $5,982+125.7% |
| Admin fee / account holder | $570 | $3,708-84.6% | $2,858-80.1% | $11,246-94.9% |