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 | $159,938 | $108,919+46.8% | $100,391+59.3% | $145,922+9.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.06% | 57.88%-39.8pp | 49.20%-31.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,325 | $4,419-70.0% | $3,942-66.4% | $4,660-71.6% |
| Participant deferral / active EE | $2,429 | $8,445-71.2% | $8,082-69.9% | $6,688-63.7% |
| Admin fee / account holder | $25,084 | $9,689+158.9% | $7,899+217.6% | $13,397+87.2% |