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 | $169,665 | $102,616+65.3% | $81,983+107.0% | $158,922+6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.71% | 61.04%-49.3pp | 41.31%-29.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $5,035 | $3,240+55.4% | $2,498+101.6% | $4,761+5.7% |
| Participant deferral / active EE | $13,792 | $4,648+196.7% | $3,722+270.5% | $5,982+130.6% |
| Admin fee / account holder | $660 | $8,235-92.0% | $5,664-88.4% | $11,246-94.1% |