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 | $165,476 | $95,266+73.7% | $82,389+100.8% | $142,382+16.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.89% | 25.74%-7.8pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $38,480 | $2,991+1186.5% | $2,517+1428.8% | $4,299+795.1% |
| Participant deferral / active EE | $24,011 | $4,809+399.3% | $4,155+477.9% | $6,507+269.0% |
| Admin fee / account holder | $752 | $8,563-91.2% | $7,231-89.6% | $12,624-94.0% |