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 9-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 | $239,828 | $154,117+55.6% | $129,995+84.5% | $139,434+72.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 32.48%-19.2pp | -137.18%+150.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $9,386 | $5,289+77.5% | $4,320+117.3% | $4,751+97.6% |
| Participant deferral / active EE | $10,938 | $6,710+63.0% | $5,820+87.9% | $6,710+63.0% |
| Admin fee / account holder | $2,515 | $14,007-82.0% | $10,614-76.3% | $11,403-77.9% |