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 7-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 | $73,328 | $111,724-34.4% | $93,606-21.7% | $145,922-49.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.99% | 202.98%-174.0pp | 133.20%-104.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $1,123 | $3,090-63.6% | $2,420-53.6% | $4,660-75.9% |
| Participant deferral / active EE | $12,200 | $4,912+148.4% | $4,411+176.6% | $6,688+82.4% |
| Admin fee / account holder | $1,371 | $10,250-86.6% | $8,285-83.5% | $13,397-89.8% |