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 | $220,784 | $126,574+74.4% | $106,213+107.9% | $145,922+51.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.40% | 224.79%-214.4pp | 116.14%-105.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,018 | $3,730-45.9% | $3,171-36.4% | $4,660-56.7% |
| Participant deferral / active EE | $12,993 | $5,724+127.0% | $5,016+159.0% | $6,688+94.3% |
| Admin fee / account holder | $956 | $17,304-94.5% | $11,033-91.3% | $13,397-92.9% |