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 | $101,357 | $133,922-24.3% | $116,228-12.8% | $142,382-28.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.37% | 147.76%-125.4pp | 90.06%-67.7pp | 217.08%-194.7pp |
| Employer contribution / active EE | $10,781 | $3,446+212.9% | $2,994+260.0% | $4,299+150.8% |
| Participant deferral / active EE | $15,887 | $5,672+180.1% | $4,953+220.7% | $6,507+144.1% |
| Admin fee / account holder | $15,347 | $14,945+2.7% | $11,989+28.0% | $12,624+21.6% |