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 | $40,196 | $183,963-78.2% | $162,163-75.2% | $152,861-73.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 38.02% | 150.76%-112.7pp | 115.59%-77.6pp | 345.32%-307.3pp |
| Employer contribution / active EE | $9,097 | $6,371+42.8% | $5,614+62.1% | $4,762+91.0% |
| Participant deferral / active EE | $7,531 | $8,034-6.3% | $7,298+3.2% | $5,850+28.7% |
| Admin fee / account holder | $1,111 | $13,121-91.5% | $10,843-89.8% | $11,596-90.4% |