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 | $133,465 | $173,345-23.0% | $136,007-1.9% | $145,922-8.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 1163.32%-1149.3pp | 579.32%-565.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,163 | $5,278+35.7% | $4,217+69.9% | $4,660+53.7% |
| Participant deferral / active EE | $17,420 | $8,699+100.3% | $7,025+148.0% | $6,688+160.5% |
| Admin fee / account holder | $766 | $9,954-92.3% | $6,858-88.8% | $13,397-94.3% |