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 6-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 | $202,489 | $167,484+20.9% | $151,611+33.6% | $134,475+50.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.05% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $12,794 | $6,829+87.3% | $6,166+107.5% | $4,740+169.9% |
| Participant deferral / active EE | $20,398 | $8,986+127.0% | $8,363+143.9% | $6,400+218.7% |
| Admin fee / account holder | $20,005 | $13,783+45.1% | $11,616+72.2% | $11,426+75.1% |