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 8-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 | $103,110 | $185,822-44.5% | $169,993-39.3% | $139,434-26.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.48% | 60.50%-3.0pp | 53.37%+4.1pp | 372.94%-315.5pp |
| Employer contribution / active EE | $5,241 | $7,590-31.0% | $6,785-22.8% | $4,751+10.3% |
| Participant deferral / active EE | $16,350 | $11,622+40.7% | $10,408+57.1% | $6,710+143.7% |
| Admin fee / account holder | $427 | $15,381-97.2% | $12,815-96.7% | $11,403-96.3% |