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 | $52,010 | $165,335-68.5% | $149,696-65.3% | $158,922-67.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 55.86% | 348.15%-292.3pp | 276.60%-220.7pp | 302.83%-247.0pp |
| Employer contribution / active EE | $3,495 | $5,103-31.5% | $4,644-24.8% | $4,761-26.6% |
| Participant deferral / active EE | $6,739 | $7,181-6.2% | $6,842-1.5% | $5,982+12.6% |
| Admin fee / account holder | $2,525 | $10,807-76.6% | $9,309-72.9% | $11,246-77.5% |