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 3-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 | $176,809 | $210,648-16.1% | $177,989-0.7% | $145,922+21.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.12% | 385.86%-370.7pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,121 | $4,565-53.5% | $3,949-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $8,127 | $6,958+16.8% | $6,276+29.5% | $6,688+21.5% |
| Admin fee / account holder | $1,444 | $12,013-88.0% | $10,363-86.1% | $13,397-89.2% |