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 | $130,769 | $159,901-18.2% | $146,958-11.0% | $145,922-10.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 11.76% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $10,355 | $5,286+95.9% | $4,933+109.9% | $4,660+122.2% |
| Participant deferral / active EE | $13,320 | $8,428+58.0% | $8,070+65.1% | $6,688+99.2% |
| Admin fee / account holder | $8,920 | $15,044-40.7% | $12,998-31.4% | $13,397-33.4% |