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 | $166,767 | $209,411-20.4% | $178,490-6.6% | $158,922+4.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.33% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $9,515 | $5,706+66.7% | $5,011+89.9% | $4,761+99.8% |
| Participant deferral / active EE | $2,017 | $5,954-66.1% | $5,202-61.2% | $5,982-66.3% |
| Admin fee / account holder | $497 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |