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 | $86,143 | $109,327-21.2% | $89,391-3.6% | $158,922-45.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.13% | 345.68%-331.5pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $6,523 | $3,170+105.8% | $2,586+152.3% | $4,761+37.0% |
| Participant deferral / active EE | $5,394 | $4,598+17.3% | $3,890+38.7% | $5,982-9.8% |
| Admin fee / account holder | $8,446 | $6,153+37.3% | $4,881+73.0% | $11,246-24.9% |