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 | $60,000 | $197,591-69.6% | $177,821-66.3% | $158,922-62.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.27% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $19,894 | $6,697+197.0% | $5,918+236.1% | $4,761+317.8% |
| Participant deferral / active EE | $13,275 | $8,405+57.9% | $7,714+72.1% | $5,982+121.9% |
| Admin fee / account holder | $2,545 | $15,399-83.5% | $12,427-79.5% | $11,246-77.4% |