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 | $123,026 | $102,616+19.9% | $81,983+50.1% | $158,922-22.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.79% | 61.04%-40.3pp | 41.31%-20.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,449 | $3,240+6.4% | $2,498+38.1% | $4,761-27.6% |
| Participant deferral / active EE | $22,191 | $4,648+377.4% | $3,722+496.2% | $5,982+271.0% |
| Admin fee / account holder | $417 | $8,235-94.9% | $5,664-92.6% | $11,246-96.3% |