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 | $132,977 | $107,334+23.9% | $92,893+43.2% | $152,861-13.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.01% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $16,584 | $4,221+292.9% | $3,653+354.0% | $4,762+248.2% |
| Participant deferral / active EE | $7,231 | $4,845+49.2% | $4,236+70.7% | $5,850+23.6% |
| Admin fee / account holder | $4,795 | $7,079-32.3% | $5,794-17.2% | $11,596-58.7% |