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 | $216,364 | $148,534+45.7% | $135,903+59.2% | $139,434+55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.87% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $20,156 | $5,243+284.4% | $4,856+315.1% | $4,751+324.3% |
| Participant deferral / active EE | $20,609 | $8,100+154.4% | $7,758+165.7% | $6,710+207.1% |
| Admin fee / account holder | $7,925 | $12,400-36.1% | $10,762-26.4% | $11,403-30.5% |