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 | $86,575 | $121,625-28.8% | $104,607-17.2% | $158,922-45.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.84% | 465.26%-445.4pp | 340.46%-320.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $14,322 | $3,163+352.8% | $2,681+434.3% | $4,761+200.8% |
| Participant deferral / active EE | $7,904 | $4,177+89.2% | $3,740+111.3% | $5,982+32.1% |
| Admin fee / account holder | $847 | $7,787-89.1% | $6,473-86.9% | $11,246-92.5% |