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 | $138,553 | $209,411-33.8% | $178,490-22.4% | $158,922-12.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.31% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $11,581 | $5,706+102.9% | $5,011+131.1% | $4,761+143.2% |
| Participant deferral / active EE | $9,499 | $5,954+59.5% | $5,202+82.6% | $5,982+58.8% |
| Admin fee / account holder | $4,133 | $17,074-75.8% | $13,984-70.4% | $11,246-63.2% |