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 9-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 | $92,299 | $109,327-15.6% | $89,391+3.3% | $158,922-41.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.97% | 345.68%-331.7pp | 245.62%-231.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,125 | $3,170-64.5% | $2,586-56.5% | $4,761-76.4% |
| Participant deferral / active EE | $8,049 | $4,598+75.0% | $3,890+106.9% | $5,982+34.6% |
| Admin fee / account holder | $355 | $6,153-94.2% | $4,881-92.7% | $11,246-96.8% |