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 | $167,474 | $70,606+137.2% | $53,898+210.7% | $142,382+17.6% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 19.99% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $6,263 | $1,202+421.0% | $932+572.0% | $4,299+45.7% |
| Participant deferral / active EE | $14,122 | $2,364+497.4% | $1,826+673.3% | $6,507+117.0% |
| Admin fee / account holder | $15,341 | $2,852+438.0% | $2,491+515.9% | $12,624+21.5% |