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 7-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 | $76,076 | $109,982-30.8% | $97,226-21.8% | $145,922-47.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.38% | 242.90%-228.5pp | 75.13%-60.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,533 | $3,084+47.0% | $2,729+66.1% | $4,660-2.7% |
| Participant deferral / active EE | $14,151 | $4,676+202.6% | $4,264+231.9% | $6,688+111.6% |
| Admin fee / account holder | $24,416 | $6,221+292.5% | $5,654+331.9% | $13,397+82.2% |