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 | $102,469 | $114,047-10.2% | $96,139+6.6% | $167,490-38.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.89% | 189.88%-176.0pp | 191.94%-178.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,259 | $3,427-4.9% | $2,797+16.5% | $4,837-32.6% |
| Participant deferral / active EE | $8,882 | $5,194+71.0% | $4,349+104.2% | $6,341+40.1% |
| Admin fee / account holder | $2,982 | $6,897-56.8% | $5,537-46.1% | $12,309-75.8% |