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 | $92,136 | $180,449-48.9% | $154,107-40.2% | $135,375-31.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.57% | 888.09%-879.5pp | 735.12%-726.5pp | 519.73%-511.2pp |
| Employer contribution / active EE | $1,709 | $6,035-71.7% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $6,580 | $5,806+13.3% | $5,081+29.5% | $5,609+17.3% |
| Admin fee / account holder | $34,780 | $16,143+115.5% | $13,411+159.3% | $10,827+221.2% |