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 | $51,380 | $175,202-70.7% | $149,673-65.7% | $139,434-63.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.85% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $8,352 | $5,474+52.6% | $4,818+73.4% | $4,751+75.8% |
| Participant deferral / active EE | $13,018 | $6,519+99.7% | $5,680+129.2% | $6,710+94.0% |
| Admin fee / account holder | $567 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |