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 | $220,136 | $94,752+132.3% | $112,887+95.0% | $139,434+57.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 40.88%-27.1pp | 34.10%-20.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $11,493 | $4,625+148.5% | $4,563+151.9% | $4,751+141.9% |
| Participant deferral / active EE | $10,881 | $6,512+67.1% | $6,513+67.1% | $6,710+62.2% |
| Admin fee / account holder | $1,767 | $8,527-79.3% | $7,047-74.9% | $11,403-84.5% |