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 | $28,587 | $107,934-73.5% | $91,989-68.9% | $152,861-81.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.33% | 89.24%-74.9pp | 69.02%-54.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $4,917 | $4,210+16.8% | $3,452+42.4% | $4,762+3.2% |
| Participant deferral / active EE | $6,384 | $6,364+0.3% | $5,923+7.8% | $5,850+9.1% |
| Admin fee / account holder | $2,093 | $10,520-80.1% | $7,743-73.0% | $11,596-81.9% |