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 4-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 | $149,139 | $202,432-26.3% | $169,368-11.9% | $139,434+7.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 531.74%-519.2pp | 405.60%-393.0pp | 372.94%-360.4pp |
| Employer contribution / active EE | $23,492 | $4,692+400.7% | $4,013+485.4% | $4,751+394.5% |
| Participant deferral / active EE | $13,392 | $6,938+93.0% | $6,221+115.3% | $6,710+99.6% |
| Admin fee / account holder | $1,156 | $10,708-89.2% | $9,003-87.2% | $11,403-89.9% |