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 7-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 | $176,160 | $165,335+6.5% | $149,696+17.7% | $158,922+10.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 53.25% | 348.15%-294.9pp | 276.60%-223.4pp | 302.83%-249.6pp |
| Employer contribution / active EE | $36,925 | $5,103+623.6% | $4,644+695.1% | $4,761+675.5% |
| Participant deferral / active EE | $18,235 | $7,181+153.9% | $6,842+166.5% | $5,982+204.8% |
| Admin fee / account holder | $18,879 | $10,807+74.7% | $9,309+102.8% | $11,246+67.9% |