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 | $174,813 | $126,574+38.1% | $106,213+64.6% | $145,922+19.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.95% | 224.79%-204.8pp | 116.14%-96.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,600 | $3,730-3.5% | $3,171+13.5% | $4,660-22.7% |
| Participant deferral / active EE | $2,215 | $5,724-61.3% | $5,016-55.8% | $6,688-66.9% |
| Admin fee / account holder | $3,715 | $17,304-78.5% | $11,033-66.3% | $13,397-72.3% |