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 6-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 | $167,307 | $177,572-5.8% | $154,803+8.1% | $142,382+17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 91.89% | 65.07%+26.8pp | 58.88%+33.0pp | 217.08%-125.2pp |
| Employer contribution / active EE | $23,321 | $4,810+384.8% | $4,305+441.7% | $4,299+442.5% |
| Participant deferral / active EE | $4,700 | $6,272-25.1% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $1,140 | $16,786-93.2% | $14,329-92.0% | $12,624-91.0% |