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 | $136,759 | $159,901-14.5% | $146,958-6.9% | $145,922-6.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.02% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $15,034 | $5,286+184.4% | $4,933+204.8% | $4,660+222.7% |
| Participant deferral / active EE | $9,265 | $8,428+9.9% | $8,070+14.8% | $6,688+38.5% |
| Admin fee / account holder | $1,567 | $15,044-89.6% | $12,998-87.9% | $13,397-88.3% |