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 | $173,310 | $148,534+16.7% | $135,903+27.5% | $139,434+24.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.96% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $9,132 | $5,243+74.2% | $4,856+88.1% | $4,751+92.2% |
| Participant deferral / active EE | $23,326 | $8,100+188.0% | $7,758+200.7% | $6,710+247.6% |
| Admin fee / account holder | $564 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |