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 10-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 | $175,150 | $226,064-22.5% | $182,532-4.0% | $152,861+14.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.71% | 192.51%-178.8pp | 148.54%-134.8pp | 345.32%-331.6pp |
| Employer contribution / active EE | $16,465 | $4,978+230.7% | $4,076+303.9% | $4,762+245.7% |
| Participant deferral / active EE | $15,000 | $6,368+135.6% | $5,524+171.5% | $5,850+156.4% |
| Admin fee / account holder | $5,462 | $10,703-49.0% | $8,592-36.4% | $11,596-52.9% |