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 | $69,962 | $121,625-42.5% | $104,607-33.1% | $158,922-56.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.29% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $12,969 | $3,163+310.1% | $2,681+383.8% | $4,761+172.4% |
| Participant deferral / active EE | $5,235 | $4,177+25.3% | $3,740+40.0% | $5,982-12.5% |
| Admin fee / account holder | $1,078 | $7,787-86.2% | $6,473-83.3% | $11,246-90.4% |