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 | $60,919 | $176,377-65.5% | $134,143-54.6% | $158,922-61.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.76% | 63.63%-40.9pp | 36.33%-13.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $9,394 | $5,040+86.4% | $3,704+153.6% | $4,761+97.3% |
| Participant deferral / active EE | $8,979 | $4,091+119.5% | $3,499+156.6% | $5,982+50.1% |
| Admin fee / account holder | $519 | $8,718-94.0% | $6,684-92.2% | $11,246-95.4% |