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 8-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 | $190,869 | $99,877+91.1% | $84,966+124.6% | $145,922+30.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $18,234 | $3,231+464.3% | $2,727+568.6% | $4,660+291.3% |
| Participant deferral / active EE | $13,098 | $5,291+147.6% | $4,519+189.8% | $6,688+95.9% |
| Admin fee / account holder | $1,126 | $7,248-84.5% | $6,149-81.7% | $13,397-91.6% |