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 4-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 | $197,788 | $104,974+88.4% | $95,585+106.9% | $142,382+38.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.60% | 210.33%-190.7pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $10,324 | $2,779+271.5% | $2,527+308.6% | $4,299+140.1% |
| Participant deferral / active EE | $29,230 | $4,352+571.6% | $4,023+626.6% | $6,507+349.2% |
| Admin fee / account holder | $677 | $6,386-89.4% | $6,127-89.0% | $12,624-94.6% |