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 8-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 | $134,806 | $183,519-26.5% | $155,509-13.3% | $145,922-7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.69% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $15,728 | $5,313+196.0% | $4,672+236.6% | $4,660+237.5% |
| Participant deferral / active EE | $14,065 | $6,462+117.6% | $5,626+150.0% | $6,688+110.3% |
| Admin fee / account holder | $1,353 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |