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 | $26,968 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 50.69% | 348.15%-297.5pp | 276.60%-225.9pp | 302.83%-252.1pp |
| Employer contribution / active EE | $2,860 | $5,103-44.0% | $4,644-38.4% | $4,761-39.9% |
| Participant deferral / active EE | $9,876 | $7,181+37.5% | $6,842+44.4% | $5,982+65.1% |
| Admin fee / account holder | $339 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |