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 5-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 | $117,106 | $159,901-26.8% | $146,958-20.3% | $145,922-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.32% | 98.13%-66.8pp | 418.34%-387.0pp | 561.29%-530.0pp |
| Employer contribution / active EE | $3,711 | $5,286-29.8% | $4,933-24.8% | $4,660-20.4% |
| Participant deferral / active EE | $15,488 | $8,428+83.8% | $8,070+91.9% | $6,688+131.6% |
| Admin fee / account holder | $1,938 | $15,044-87.1% | $12,998-85.1% | $13,397-85.5% |