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 6-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 | $113,450 | $133,922-15.3% | $116,228-2.4% | $142,382-20.3% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 21.01% | 147.76%-126.8pp | 90.06%-69.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,638 | $3,446+179.7% | $2,994+221.9% | $4,299+124.2% |
| Participant deferral / active EE | $7,178 | $5,672+26.6% | $4,953+44.9% | $6,507+10.3% |
| Admin fee / account holder | $1,474 | $14,945-90.1% | $11,989-87.7% | $12,624-88.3% |