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 8-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 | $129,433 | $108,172+19.7% | $77,482+67.0% | $158,922-18.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 17.94% | 31.67%-13.7pp | 54.79%-36.8pp | 302.83%-284.9pp |
| Employer contribution / active EE | $7,315 | $1,325+452.1% | $986+641.5% | $4,761+53.6% |
| Participant deferral / active EE | $10,972 | $2,456+346.7% | $1,861+489.5% | $5,982+83.4% |
| Admin fee / account holder | $442 | $3,708-88.1% | $2,858-84.5% | $11,246-96.1% |