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 | $186,384 | $118,450+57.4% | $98,439+89.3% | $139,434+33.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 18.94%-2.1pp | 21.16%-4.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,718 | $3,609-52.4% | $3,048-43.7% | $4,751-63.8% |
| Participant deferral / active EE | $12,600 | $5,392+133.7% | $4,738+165.9% | $6,710+87.8% |
| Admin fee / account holder | $784 | $14,026-94.4% | $8,948-91.2% | $11,403-93.1% |