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 | $50,197 | $183,519-72.6% | $155,509-67.7% | $145,922-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.89% | 61.17%-31.3pp | 64.67%-34.8pp | 561.29%-531.4pp |
| Employer contribution / active EE | $4,133 | $5,313-22.2% | $4,672-11.6% | $4,660-11.3% |
| Participant deferral / active EE | $3,540 | $6,462-45.2% | $5,626-37.1% | $6,688-47.1% |
| Admin fee / account holder | $1,263 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |