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 6-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 | $130,391 | $183,519-29.0% | $155,509-16.2% | $145,922-10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 85.39% | 61.17%+24.2pp | 64.67%+20.7pp | 561.29%-475.9pp |
| Employer contribution / active EE | $3,096 | $5,313-41.7% | $4,672-33.7% | $4,660-33.6% |
| Participant deferral / active EE | $3,096 | $6,462-52.1% | $5,626-45.0% | $6,688-53.7% |
| Admin fee / account holder | $392 | $19,313-98.0% | $15,912-97.5% | $13,397-97.1% |