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 | $157,592 | $177,572-11.3% | $154,803+1.8% | $142,382+10.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.69% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $12,315 | $4,810+156.0% | $4,305+186.0% | $4,299+186.4% |
| Participant deferral / active EE | $13,219 | $6,272+110.8% | $5,540+138.6% | $6,507+103.1% |
| Admin fee / account holder | $22,600 | $16,786+34.6% | $14,329+57.7% | $12,624+79.0% |