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 7-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 | $40,964 | $99,877-59.0% | $84,966-51.8% | $145,922-71.9% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 20.22% | 83.76%-63.5pp | 66.38%-46.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $4,088 | $3,231+26.5% | $2,727+49.9% | $4,660-12.3% |
| Participant deferral / active EE | $8,710 | $5,291+64.6% | $4,519+92.7% | $6,688+30.2% |
| Admin fee / account holder | $628 | $7,248-91.3% | $6,149-89.8% | $13,397-95.3% |