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 7-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 | $146,926 | $148,534-1.1% | $135,903+8.1% | $139,434+5.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.08% | 79.19%-47.1pp | 68.23%-36.1pp | 372.94%-340.9pp |
| Employer contribution / active EE | $19,320 | $5,243+268.5% | $4,856+297.8% | $4,751+306.7% |
| Participant deferral / active EE | $23,200 | $8,100+186.4% | $7,758+199.1% | $6,710+245.7% |
| Admin fee / account holder | $1,396 | $12,400-88.7% | $10,762-87.0% | $11,403-87.8% |