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 | $45,940 | $227,553-79.8% | $189,557-75.8% | $167,490-72.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.73% | 78.40%-65.7pp | 64.17%-51.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $8,989 | $5,316+69.1% | $4,412+103.7% | $4,837+85.8% |
| Participant deferral / active EE | $7,413 | $7,002+5.9% | $6,174+20.1% | $6,341+16.9% |
| Admin fee / account holder | $29,347 | $11,878+147.1% | $9,807+199.2% | $12,309+138.4% |