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 10-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 | $172,135 | $209,411-17.8% | $178,490-3.6% | $158,922+8.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.31% | 188.75%-178.4pp | 151.07%-140.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $14,574 | $5,706+155.4% | $5,011+190.9% | $4,761+206.1% |
| Participant deferral / active EE | $9,594 | $5,954+61.1% | $5,202+84.4% | $5,982+60.4% |
| Admin fee / account holder | $90,933 | $17,074+432.6% | $13,984+550.3% | $11,246+708.6% |