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 | $235,720 | $115,770+103.6% | $101,248+132.8% | $158,922+48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.25% | 56.14%-31.9pp | 46.47%-22.2pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,080 | $4,175-74.1% | $3,660-70.5% | $4,761-77.3% |
| Participant deferral / active EE | $6,446 | $4,957+30.0% | $4,370+47.5% | $5,982+7.8% |
| Admin fee / account holder | $226,421 | $7,245+3025.2% | $5,945+3708.3% | $11,246+1913.4% |