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 | $129,315 | $159,602-19.0% | $150,045-13.8% | $142,382-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.59% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $12,697 | $4,961+156.0% | $4,693+170.5% | $4,299+195.3% |
| Participant deferral / active EE | $10,860 | $8,310+30.7% | $7,997+35.8% | $6,507+66.9% |
| Admin fee / account holder | $1,229 | $14,846-91.7% | $13,435-90.8% | $12,624-90.3% |