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 | $152,184 | $115,770+31.5% | $101,248+50.3% | $158,922-4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.09% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $28,523 | $4,175+583.3% | $3,660+679.4% | $4,761+499.1% |
| Participant deferral / active EE | $1,498 | $4,957-69.8% | $4,370-65.7% | $5,982-75.0% |
| Admin fee / account holder | $2,651 | $7,245-63.4% | $5,945-55.4% | $11,246-76.4% |