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 | $126,815 | $159,901-20.7% | $146,958-13.7% | $145,922-13.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,339 | $5,286+38.8% | $4,933+48.8% | $4,660+57.5% |
| Participant deferral / active EE | $21,406 | $8,428+154.0% | $8,070+165.3% | $6,688+220.1% |
| Admin fee / account holder | $8,792 | $15,044-41.6% | $12,998-32.4% | $13,397-34.4% |