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 3-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 | $215,683 | $117,841+83.0% | $102,423+110.6% | $145,922+47.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 31.65%-14.3pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $11,129 | $3,615+207.9% | $3,023+268.1% | $4,660+138.8% |
| Participant deferral / active EE | $4,136 | $5,731-27.8% | $5,053-18.2% | $6,688-38.2% |
| Admin fee / account holder | $2,887 | $13,326-78.3% | $9,451-69.4% | $13,397-78.4% |