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 | $28,187 | $96,635-70.8% | $86,612-67.5% | $139,434-79.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 13.10% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,017 | $3,263+23.1% | $3,022+32.9% | $4,751-15.4% |
| Participant deferral / active EE | $11,392 | $4,836+135.6% | $4,438+156.7% | $6,710+69.8% |
| Admin fee / account holder | $7,382 | $6,408+15.2% | $5,614+31.5% | $11,403-35.3% |