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 8-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 | $58,733 | $202,432-71.0% | $169,368-65.3% | $139,434-57.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.50% | 531.74%-519.2pp | 405.60%-393.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $901 | $4,692-80.8% | $4,013-77.6% | $4,751-81.0% |
| Participant deferral / active EE | $12,039 | $6,938+73.5% | $6,221+93.5% | $6,710+79.4% |
| Admin fee / account holder | $27,990 | $10,708+161.4% | $9,003+210.9% | $11,403+145.5% |