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 | $53,150 | $150,187-64.6% | $120,354-55.8% | $145,922-63.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.50% | 154.07%-135.6pp | 107.15%-88.6pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,147 | $4,348-50.6% | $3,463-38.0% | $4,660-53.9% |
| Participant deferral / active EE | $7,491 | $6,173+21.3% | $4,991+50.1% | $6,688+12.0% |
| Admin fee / account holder | $3,005 | $12,207-75.4% | $9,423-68.1% | $13,397-77.6% |