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 | $84,165 | $138,065-39.0% | $123,544-31.9% | $135,375-37.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.36% | 153.68%-145.3pp | 119.20%-110.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $4,041 | $5,151-21.6% | $4,628-12.7% | $4,779-15.4% |
| Participant deferral / active EE | $9,334 | $6,799+37.3% | $6,426+45.3% | $5,609+66.4% |
| Admin fee / account holder | $2,000 | $10,916-81.7% | $9,284-78.5% | $10,827-81.5% |