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 8-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 | $73,537 | $123,909-40.7% | $69,647+5.6% | $145,922-49.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 190.55%-179.8pp | 100.48%-89.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,122 | $2,682-20.9% | $1,712+23.9% | $4,660-54.5% |
| Participant deferral / active EE | $8,642 | $4,236+104.0% | $2,886+199.5% | $6,688+29.2% |
| Admin fee / account holder | $1,501 | $7,863-80.9% | $4,713-68.2% | $13,397-88.8% |