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 | $63,514 | $169,032-62.4% | $129,207-50.8% | $145,922-56.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.94% | 14330.11%-14319.2pp | 9417.33%-9406.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,230 | $5,537-59.7% | $4,153-46.3% | $4,660-52.1% |
| Participant deferral / active EE | $1,344 | $4,987-73.1% | $4,168-67.8% | $6,688-79.9% |
| Admin fee / account holder | $379 | $9,954-96.2% | $7,715-95.1% | $13,397-97.2% |