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 | $30,792 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.34% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $6,177 | $5,474+12.8% | $4,818+28.2% | $4,751+30.0% |
| Participant deferral / active EE | $4,631 | $6,519-29.0% | $5,680-18.5% | $6,710-31.0% |
| Admin fee / account holder | $1,298 | $16,150-92.0% | $13,210-90.2% | $11,403-88.6% |