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 | $71,294 | $209,411-66.0% | $178,490-60.1% | $158,922-55.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.30% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $8,778 | $5,706+53.8% | $5,011+75.2% | $4,761+84.4% |
| Participant deferral / active EE | $3,914 | $5,954-34.3% | $5,202-24.7% | $5,982-34.6% |
| Admin fee / account holder | $331 | $17,074-98.1% | $13,984-97.6% | $11,246-97.1% |