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 | $37,702 | $168,632-77.6% | $147,614-74.5% | $125,391-69.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.30% | 77.65%-72.3pp | 61.98%-56.7pp | 282.22%-276.9pp |
| Employer contribution / active EE | $7,469 | $6,252+19.5% | $5,564+34.2% | $4,866+53.5% |
| Participant deferral / active EE | $8,883 | $5,507+61.3% | $4,895+81.4% | $5,352+66.0% |
| Admin fee / account holder | $37,156 | $13,580+173.6% | $11,611+220.0% | $9,540+289.5% |