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 9-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 | $102,526 | $217,402-52.8% | $185,823-44.8% | $167,490-38.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.32% | 148.36%-128.0pp | 122.05%-101.7pp | 478.56%-458.2pp |
| Employer contribution / active EE | $10,449 | $5,873+77.9% | $5,167+102.2% | $4,837+116.0% |
| Participant deferral / active EE | $6,975 | $6,356+9.7% | $5,568+25.3% | $6,341+10.0% |
| Admin fee / account holder | $1,559 | $19,811-92.1% | $16,237-90.4% | $12,309-87.3% |