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 | $60,480 | $109,327-44.7% | $89,391-32.3% | $158,922-61.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.55% | 345.68%-326.1pp | 245.62%-226.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $6,408 | $3,170+102.2% | $2,586+147.9% | $4,761+34.6% |
| Participant deferral / active EE | $13,894 | $4,598+202.1% | $3,890+257.2% | $5,982+132.3% |
| Admin fee / account holder | $403 | $6,153-93.5% | $4,881-91.8% | $11,246-96.4% |