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 | $247,667 | $214,378+15.5% | $200,582+23.5% | $142,382+73.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.96% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $28,909 | $6,841+322.6% | $6,419+350.4% | $4,299+572.4% |
| Participant deferral / active EE | $15,500 | $9,865+57.1% | $9,331+66.1% | $6,507+138.2% |
| Admin fee / account holder | $953 | $17,692-94.6% | $16,305-94.2% | $12,624-92.5% |