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 8-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 | $166,050 | $152,587+8.8% | $125,175+32.7% | $152,861+8.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 51.83% | 54.84%-3.0pp | 43.79%+8.0pp | 345.32%-293.5pp |
| Employer contribution / active EE | $9,820 | $4,946+98.5% | $3,865+154.1% | $4,762+106.2% |
| Participant deferral / active EE | $7,448 | $5,868+26.9% | $4,937+50.9% | $5,850+27.3% |
| Admin fee / account holder | $1,027 | $13,434-92.4% | $9,702-89.4% | $11,596-91.1% |