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 | $22,747 | $175,202-87.0% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.17% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,477 | $5,4740% | $4,818+13.7% | $4,751+15.3% |
| Participant deferral / active EE | $3,096 | $6,519-52.5% | $5,680-45.5% | $6,710-53.9% |
| Admin fee / account holder | $1,188 | $16,150-92.6% | $13,210-91.0% | $11,403-89.6% |