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 | $114,353 | $165,984-31.1% | $164,813-30.6% | $145,922-21.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.72% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $9,482 | $5,273+79.8% | $4,341+118.4% | $4,660+103.5% |
| Participant deferral / active EE | $9,926 | $6,959+42.6% | $6,031+64.6% | $6,688+48.4% |
| Admin fee / account holder | $2,125 | $16,648-87.2% | $12,690-83.3% | $13,397-84.1% |