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 | $187,454 | $165,335+13.4% | $149,696+25.2% | $158,922+18.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.79% | 348.15%-321.4pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,380 | $5,103-73.0% | $4,644-70.3% | $4,761-71.0% |
| Participant deferral / active EE | $22,750 | $7,181+216.8% | $6,842+232.5% | $5,982+280.3% |
| Admin fee / account holder | $29,635 | $10,807+174.2% | $9,309+218.4% | $11,246+163.5% |