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 | $114,161 | $183,963-37.9% | $162,163-29.6% | $152,861-25.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.80% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,188 | $6,371-50.0% | $5,614-43.2% | $4,762-33.1% |
| Participant deferral / active EE | $9,762 | $8,034+21.5% | $7,298+33.8% | $5,850+66.9% |
| Admin fee / account holder | $695 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |