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 | $141,397 | $121,625+16.3% | $104,607+35.2% | $158,922-11.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.47% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,106 | $3,163-33.4% | $2,681-21.4% | $4,761-55.8% |
| Participant deferral / active EE | $2,892 | $4,177-30.8% | $3,740-22.7% | $5,982-51.7% |
| Admin fee / account holder | $3,588 | $7,787-53.9% | $6,473-44.6% | $11,246-68.1% |