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 | $64,885 | $126,574-48.7% | $106,213-38.9% | $145,922-55.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $11,352 | $3,730+204.3% | $3,171+257.9% | $4,660+143.6% |
| Participant deferral / active EE | $8,451 | $5,724+47.6% | $5,016+68.5% | $6,688+26.4% |
| Admin fee / account holder | $2,389 | $17,304-86.2% | $11,033-78.3% | $13,397-82.2% |