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 | $204,603 | $185,822+10.1% | $169,993+20.4% | $139,434+46.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.48% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $12,208 | $7,590+60.8% | $6,785+79.9% | $4,751+157.0% |
| Participant deferral / active EE | $7,510 | $11,622-35.4% | $10,408-27.8% | $6,710+11.9% |
| Admin fee / account holder | $2,878 | $15,381-81.3% | $12,815-77.5% | $11,403-74.8% |