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 6-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 | $180,752 | $91,538+97.5% | $129,995+39.0% | $75,163+140.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.14% | -631.11%+646.3pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $7,430 | $2,845+161.1% | $4,320+72.0% | $2,670+178.3% |
| Participant deferral / active EE | $6,075 | $4,341+39.9% | $5,820+4.4% | $4,125+47.3% |
| Admin fee / account holder | $1,426 | $6,790-79.0% | $10,614-86.6% | $5,651-74.8% |