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 | $131,998 | $183,963-28.2% | $162,163-18.6% | $152,861-13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.34% | 150.76%-126.4pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $8,087 | $6,371+26.9% | $5,614+44.1% | $4,762+69.8% |
| Participant deferral / active EE | $8,065 | $8,034+0.4% | $7,298+10.5% | $5,850+37.9% |
| Admin fee / account holder | $502 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |