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 8-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 | $152,551 | $165,984-8.1% | $164,813-7.4% | $145,922+4.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.18% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $18,823 | $5,273+257.0% | $4,341+333.6% | $4,660+304.0% |
| Participant deferral / active EE | $10,435 | $6,959+49.9% | $6,031+73.0% | $6,688+56.0% |
| Admin fee / account holder | $1,711 | $16,648-89.7% | $12,690-86.5% | $13,397-87.2% |