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 7-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 | $86,485 | $226,064-61.7% | $182,532-52.6% | $152,861-43.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.51% | 192.51%-160.0pp | 148.54%-116.0pp | 345.32%-312.8pp |
| Employer contribution / active EE | $24,812 | $4,978+398.4% | $4,076+508.7% | $4,762+421.0% |
| Participant deferral / active EE | $14,021 | $6,368+120.2% | $5,524+153.8% | $5,850+139.7% |
| Admin fee / account holder | $595 | $10,703-94.4% | $8,592-93.1% | $11,596-94.9% |