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 9-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 | $205,998 | $167,484+23.0% | $151,611+35.9% | $134,475+53.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.59% | 7.80%-11.4pp | 3.33%-6.9pp | 417.96%-421.6pp |
| Employer contribution / active EE | $33,036 | $6,829+383.7% | $6,166+435.8% | $4,740+597.0% |
| Participant deferral / active EE | $12,059 | $8,986+34.2% | $8,363+44.2% | $6,400+88.4% |
| Admin fee / account holder | $431 | $13,783-96.9% | $11,616-96.3% | $11,426-96.2% |