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 4-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 | $106,961 | $106,584+0.4% | $101,326+5.6% | $142,382-24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 217.74% | 36.93%+180.8pp | 36.82%+180.9pp | 217.08%+0.7pp |
| Employer contribution / active EE | $5,114 | $3,956+29.3% | $3,665+39.5% | $4,299+19.0% |
| Participant deferral / active EE | $10,087 | $8,297+21.6% | $7,994+26.2% | $6,507+55.0% |
| Admin fee / account holder | $2,169 | $11,446-81.1% | $11,185-80.6% | $12,624-82.8% |