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 7-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 | $139,801 | $183,519-23.8% | $155,509-10.1% | $145,922-4.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $10,824 | $5,313+103.7% | $4,672+131.6% | $4,660+132.3% |
| Participant deferral / active EE | $13,818 | $6,462+113.8% | $5,626+145.6% | $6,688+106.6% |
| Admin fee / account holder | $1,870 | $19,313-90.3% | $15,912-88.2% | $13,397-86.0% |