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 | $191,457 | $117,983+62.3% | $101,794+88.1% | $142,382+34.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.56% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $17,512 | $2,773+531.6% | $2,289+665.1% | $4,299+307.3% |
| Participant deferral / active EE | $21,480 | $4,714+355.7% | $4,084+426.0% | $6,507+230.1% |
| Admin fee / account holder | $3,834 | $10,433-63.2% | $8,777-56.3% | $12,624-69.6% |