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 | $50,971 | $109,982-53.7% | $97,226-47.6% | $145,922-65.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.14% | 242.90%-227.8pp | 75.13%-60.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,287 | $3,084+39.0% | $2,729+57.1% | $4,660-8.0% |
| Participant deferral / active EE | $10,668 | $4,676+128.1% | $4,264+150.2% | $6,688+59.5% |
| Admin fee / account holder | $5,499 | $6,221-11.6% | $5,654-2.7% | $13,397-59.0% |