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 | $151,148 | $217,402-30.5% | $185,823-18.7% | $167,490-9.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.50% | 148.36%-134.9pp | 122.05%-108.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $12,881 | $5,873+119.3% | $5,167+149.3% | $4,837+166.3% |
| Participant deferral / active EE | $6,347 | $6,356-0.2% | $5,568+14.0% | $6,341+0.1% |
| Admin fee / account holder | $1,989 | $19,811-90.0% | $16,237-87.8% | $12,309-83.8% |