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 | $100,113 | $165,984-39.7% | $164,813-39.3% | $145,922-31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.50% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $9,551 | $5,273+81.1% | $4,341+120.0% | $4,660+105.0% |
| Participant deferral / active EE | $12,499 | $6,959+79.6% | $6,031+107.2% | $6,688+86.9% |
| Admin fee / account holder | $4,112 | $16,648-75.3% | $12,690-67.6% | $13,397-69.3% |