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 9-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 | $112,928 | $183,519-38.5% | $155,509-27.4% | $145,922-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.89% | 61.17%+15.7pp | 64.67%+12.2pp | 561.29%-484.4pp |
| Employer contribution / active EE | $5,611 | $5,313+5.6% | $4,672+20.1% | $4,660+20.4% |
| Participant deferral / active EE | $4,618 | $6,462-28.5% | $5,626-17.9% | $6,688-30.9% |
| Admin fee / account holder | $14,742 | $19,313-23.7% | $15,912-7.4% | $13,397+10.0% |