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 6-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 | $77,951 | $154,117-49.4% | $129,995-40.0% | $139,434-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.03% | 32.48%-8.4pp | -137.18%+161.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $9,238 | $5,289+74.7% | $4,320+113.9% | $4,751+94.4% |
| Participant deferral / active EE | $11,374 | $6,710+69.5% | $5,820+95.4% | $6,710+69.5% |
| Admin fee / account holder | $695 | $14,007-95.0% | $10,614-93.5% | $11,403-93.9% |