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 8-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 | $101,198 | $217,402-53.5% | $185,823-45.5% | $167,490-39.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.02% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $11,390 | $5,873+93.9% | $5,167+120.4% | $4,837+135.4% |
| Participant deferral / active EE | $11,874 | $6,356+86.8% | $5,568+113.3% | $6,341+87.3% |
| Admin fee / account holder | $462 | $19,811-97.7% | $16,237-97.2% | $12,309-96.2% |