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 | $87,742 | $160,055-45.2% | $140,016-37.3% | $135,375-35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 14.75% | 911.38%-896.6pp | 651.12%-636.4pp | 519.73%-505.0pp |
| Employer contribution / active EE | $2,305 | $6,420-64.1% | $5,606-58.9% | $4,779-51.8% |
| Participant deferral / active EE | $7,664 | $7,642+0.3% | $6,927+10.6% | $5,609+36.6% |
| Admin fee / account holder | $2,500 | $13,328-81.2% | $10,705-76.6% | $10,827-76.9% |