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 10-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 | $69,031 | $183,963-62.5% | $162,163-57.4% | $152,861-54.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.33% | 150.76%-132.4pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $6,099 | $6,371-4.3% | $5,614+8.6% | $4,762+28.1% |
| Participant deferral / active EE | $13,709 | $8,034+70.6% | $7,298+87.8% | $5,850+134.3% |
| Admin fee / account holder | $15,115 | $13,121+15.2% | $10,843+39.4% | $11,596+30.3% |