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 | $137,271 | $177,572-22.7% | $154,803-11.3% | $142,382-3.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.82% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,464 | $4,810+138.3% | $4,305+166.3% | $4,299+166.7% |
| Participant deferral / active EE | $9,078 | $6,272+44.8% | $5,540+63.9% | $6,507+39.5% |
| Admin fee / account holder | $656 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |