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 | $35,466 | $105,126-66.3% | $94,646-62.5% | $139,434-74.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.71% | 38.03%-13.3pp | 156.71%-132.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $7,833 | $4,106+90.8% | $3,672+113.3% | $4,751+64.9% |
| Participant deferral / active EE | $11,548 | $7,599+52.0% | $7,418+55.7% | $6,710+72.1% |
| Admin fee / account holder | $671 | $8,984-92.5% | $7,231-90.7% | $11,403-94.1% |