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 | $93,192 | $210,648-55.8% | $177,989-47.6% | $145,922-36.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.28% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,337 | $4,565-26.9% | $3,949-15.5% | $4,660-28.4% |
| Participant deferral / active EE | $6,512 | $6,958-6.4% | $6,276+3.8% | $6,688-2.6% |
| Admin fee / account holder | $18,757 | $12,013+56.1% | $10,363+81.0% | $13,397+40.0% |