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 | $61,526 | $157,256-60.9% | $141,162-56.4% | $152,861-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.75% | 64.32%-34.6pp | 71.39%-41.6pp | 345.32%-315.6pp |
| Employer contribution / active EE | $20,836 | $5,261+296.1% | $4,735+340.0% | $4,762+337.5% |
| Participant deferral / active EE | $14,812 | $7,109+108.3% | $6,709+120.8% | $5,850+153.2% |
| Admin fee / account holder | $12,086 | $12,120-0.3% | $10,261+17.8% | $11,596+4.2% |