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 10-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 | $188,866 | $98,750+91.3% | $149,696+26.2% | $79,858+136.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.34% | 27.43%-0.1pp | 276.60%-249.3pp | 31.71%-4.4pp |
| Employer contribution / active EE | $13,602 | $3,216+322.9% | $4,644+192.9% | $2,471+450.5% |
| Participant deferral / active EE | $9,620 | $5,680+69.4% | $6,842+40.6% | $3,740+157.2% |
| Admin fee / account holder | $701 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |