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 | $74,287 | $115,770-35.8% | $101,248-26.6% | $158,922-53.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 81.59% | 56.14%+25.4pp | 46.47%+35.1pp | 302.83%-221.2pp |
| Employer contribution / active EE | $4,415 | $4,175+5.8% | $3,660+20.6% | $4,761-7.3% |
| Participant deferral / active EE | $9,815 | $4,957+98.0% | $4,370+124.6% | $5,982+64.1% |
| Admin fee / account holder | $2,462 | $7,245-66.0% | $5,945-58.6% | $11,246-78.1% |