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 5-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 | $115,742 | $118,849-2.6% | $96,562+19.9% | $167,490-30.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.60% | 50.49%-35.9pp | 37.78%-23.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $7,553 | $3,120+142.1% | $2,356+220.5% | $4,837+56.1% |
| Participant deferral / active EE | $6,617 | $4,616+43.3% | $3,849+71.9% | $6,341+4.3% |
| Admin fee / account holder | $2,147 | $8,065-73.4% | $6,181-65.3% | $12,309-82.6% |