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 | $122,960 | $209,411-41.3% | $178,490-31.1% | $158,922-22.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.11% | 188.75%-158.6pp | 151.07%-121.0pp | 302.83%-272.7pp |
| Employer contribution / active EE | $2,816 | $5,706-50.7% | $5,011-43.8% | $4,761-40.9% |
| Participant deferral / active EE | $14,200 | $5,954+138.5% | $5,202+173.0% | $5,982+137.4% |
| Admin fee / account holder | $1,359 | $17,074-92.0% | $13,984-90.3% | $11,246-87.9% |