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 | $165,574 | $209,411-20.9% | $178,490-7.2% | $158,922+4.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.04% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $24,811 | $5,706+334.8% | $5,011+395.2% | $4,761+421.1% |
| Participant deferral / active EE | $21,065 | $5,954+253.8% | $5,202+305.0% | $5,982+252.1% |
| Admin fee / account holder | $1,357 | $17,074-92.1% | $13,984-90.3% | $11,246-87.9% |