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 | $79,710 | $107,334-25.7% | $92,893-14.2% | $152,861-47.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 29.33% | 145.58%-116.2pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,513 | $4,221-40.5% | $3,653-31.2% | $4,762-47.2% |
| Participant deferral / active EE | $5,841 | $4,845+20.6% | $4,236+37.9% | $5,850-0.2% |
| Admin fee / account holder | $562 | $7,079-92.1% | $5,794-90.3% | $11,596-95.2% |