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 6-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 | $76,568 | $169,032-54.7% | $129,207-40.7% | $145,922-47.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.62% | 14330.11%-14319.5pp | 9417.33%-9406.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $19,437 | $5,537+251.1% | $4,153+368.0% | $4,660+317.1% |
| Participant deferral / active EE | $3,711 | $4,987-25.6% | $4,168-11.0% | $6,688-44.5% |
| Admin fee / account holder | $416 | $9,954-95.8% | $7,715-94.6% | $13,397-96.9% |