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 | $168,806 | $209,411-19.4% | $178,490-5.4% | $158,922+6.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.18% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $20,076 | $5,706+251.8% | $5,011+300.7% | $4,761+321.7% |
| Participant deferral / active EE | $10,212 | $5,954+71.5% | $5,202+96.3% | $5,982+70.7% |
| Admin fee / account holder | $1,642 | $17,074-90.4% | $13,984-88.3% | $11,246-85.4% |